See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC2 years Service code 27 315 DEADERICK STREET · NASHVILLE, TN 37238 | Advisory (Plan) | $47,955 |
ASCENSUS LLC2 years Filed as: PENSION ADMINISTRATORS, LLC Service code 13 18033 OAK STREET · OMAHA, NE 681306093 | Contract Administrator | $5,310 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SRVCS Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $200 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,082 | $84,936-6.9% | $111,297-28.9% | $79,386-0.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 77.3%+22.7pp | 70.7%+29.3pp |
| Annual return | 15.74% | 17.45%-1.7pp | 54.65%-38.9pp | 116.85%-101.1pp |
| Employer contribution / active EE | $3,272 | $1,979+65.3% | $2,731+19.8% | $2,427+34.8% |
| Participant deferral / active EE | $7,550 | $3,888+94.2% | $4,487+68.3% | $4,046+86.6% |
| Admin fee / account holder | $265 | $537-50.7% | $7,964-96.7% | $626-57.7% |