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 INC4 years Service code 27 315 DEADERICK STREET · NASHVILLE, TN 37238 | Advisory (Plan) | $55,549 |
ASCENSUS LLC4 years Filed as: PENSION ADMINISTRATORS, LLC Service code 13 18033 OAK STREET · OMAHA, NE 681306093 | Contract Administrator | $1,971 |
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SRVCS Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $575 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,210 | $76,050+5.5% | $96,544-16.9% | $71,457+12.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 76.0%+24.0pp | 67.9%+32.1pp |
| Annual return | 21.41% | 22.81%-1.4pp | 25.84%-4.4pp | 28.85%-7.4pp |
| Employer contribution / active EE | $3,273 | $2,244+45.8% | $2,965+10.4% | $2,588+26.5% |
| Participant deferral / active EE | $7,175 | $4,215+70.2% | $4,851+47.9% | $4,289+67.3% |
| Admin fee / account holder | $244 | $2,707-91.0% | $8,252-97.0% | $1,587-84.6% |