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 INC5 years Service code 27 315 DEADERICK STREET · NASHVILLE, TN 37238 | Advisory (Plan) | $68,895 |
ASCENSUS LLC5 years Filed as: PENSION ADMINISTRATORS, LLC Service code 13 18033 OAK STREET · OMAHA, NE 681306093 | Contract Administrator | $3,591 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SRVCS Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $600 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,266 | $79,171+16.5% | $102,423-9.9% | $74,495+23.9% |
| Participation rate | 100.0% | 74.8%+25.2pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | 17.09% | 54.93%-37.8pp | 29.32%-12.2pp | 1364.94%-1347.9pp |
| Employer contribution / active EE | $3,699 | $2,362+56.6% | $3,023+22.3% | $2,623+41.0% |
| Participant deferral / active EE | $7,464 | $4,415+69.0% | $5,053+47.7% | $4,346+71.7% |
| Admin fee / account holder | $303 | $2,001-84.8% | $9,451-96.8% | $1,942-84.4% |