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 INC2+ years Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $19,849 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $1,687 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,441 | $56,054+38.2% | $171,082-54.7% | $62,891+23.1% |
| Participation rate | 92.7% | 62.9%+29.8pp | 76.7%+16.0pp | 69.3%+23.4pp |
| Annual return | 10.71% | 22.52%-11.8pp | 32.56%-21.8pp | 20.14%-9.4pp |
| Employer contribution / active EE | $3,467 | $1,731+100.3% | $4,002-13.4% | $2,281+52.0% |
| Participant deferral / active EE | $11,825 | $3,158+274.4% | $4,797+146.5% | $3,203+269.2% |
| Admin fee / account holder | $156 | $3,647-95.7% | $8,520-98.2% | $4,296-96.4% |