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 INC3 years Service code 27 315 DEADERICK STREET · NASHVILLE, TN 37238 | Advisory (Plan) | $51,643 |
ASCENSUS LLC3 years Filed as: PENSION ADMINISTRATORS, LLC Service code 13 18033 OAK STREET · OMAHA, NE 681306093 | Contract Administrator | $5,535 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SRVCS Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $600 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,132 | $65,435+4.1% | $86,677-21.4% | $66,914+1.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 76.6%+23.4pp | 69.8%+30.2pp |
| Annual return | -19.51% | -10.89%-8.6pp | 35.91%-55.4pp | 1.58%-21.1pp |
| Employer contribution / active EE | $3,366 | $2,153+56.3% | $2,836+18.7% | $2,544+32.3% |
| Participant deferral / active EE | $7,269 | $4,100+77.3% | $4,656+56.1% | $4,237+71.6% |
| Admin fee / account holder | $267 | $642-58.3% | $7,493-96.4% | $593-54.9% |