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 ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $22,083 |
WINDHAM BRANNON4+ years Filed as: WINDHAM BRANNON, P.C. Service code 10 3630 PEACHTREE RD NE STE 600 · ATLANTA, GA 30326 | Accounting | $4,000 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $575 |
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 | $85,175 | $56,484+50.8% | $169,463-49.7% | $64,186+32.7% |
| Participation rate | 80.6% | 64.5%+16.0pp | 77.8%+2.8pp | 69.6%+11.0pp |
| Annual return | -6.24% | -1.55%-4.7pp | 1.83%-8.1pp | 7.63%-13.9pp |
| Employer contribution / active EE | $2,845 | $1,832+55.3% | $4,159-31.6% | $2,381+19.5% |
| Participant deferral / active EE | $8,692 | $3,448+152.1% | $5,277+64.7% | $3,470+150.5% |
| Admin fee / account holder | $226 | $4,174-94.6% | $9,109-97.5% | $4,888-95.4% |