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 9-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 |
|---|---|---|
Filed as: UBS FINANCIAL SERVICES INC. Service code 27 315 DEADERICK STREET 5TH FLOOR · NASHVILLE, TN 37238 | Advisory (Plan) | $27,148 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $12,578 |
THE AIMPOINT GROUP1 year Service code 99 · EIN 52-1157088 | Other Fees | $5,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $49,910 | $82,202-39.3% | $125,339-60.2% | $64,808-23.0% |
| Participation rate | 28.9% | 77.9%-49.0pp | 82.4%-53.5pp | 71.5%-42.6pp |
| Annual return | 8.97% | 3.48%+5.5pp | 572.05%-563.1pp | 32.82%-23.8pp |
| Employer contribution / active EE | $342 | $3,615-90.5% | $4,814-92.9% | $2,506-86.3% |
| Participant deferral / active EE | $1,556 | $7,175-78.3% | $7,446-79.1% | $4,310-63.9% |
| Admin fee / account holder | $319 | $163+95.7% | $10,010-96.8% | $188+70.1% |