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 Filed as: UBS FINANCIAL SERVICES INC. Service code 27 315 DEADERICK ST · NASHVILLE, TN 37238 | Advisory (Plan) | $83,296 |
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $20,218 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,684 | $88,890+27.9% | $102,423+11.0% | $77,643+46.4% |
| Participation rate | 100.0% | 80.9%+19.1pp | 76.5%+23.5pp | 70.6%+29.4pp |
| Annual return | 14.43% | 24.98%-10.6pp | 29.32%-14.9pp | 31.24%-16.8pp |
| Employer contribution / active EE | $3,648 | $2,698+35.2% | $3,023+20.7% | $2,726+33.8% |
| Participant deferral / active EE | $6,798 | $5,145+32.1% | $5,053+34.5% | $4,647+46.3% |
| Admin fee / account holder | $220 | $235-6.5% | $9,451-97.7% | $430-48.9% |