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 ST · NASHVILLE, TN 37238 | Advisory (Plan) | $27,117 |
WINDHAM BRANNON5+ years Filed as: WINDHAM BRANNON, P.C. Service code 10 3630 PEACHTREE RD NE STE 600 · ATLANTA, GA 30326 | Accounting | $11,500 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $900 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $105,164 | $65,395+60.8% | $182,532-42.4% | $72,985+44.1% |
| Participation rate | 84.2% | 65.4%+18.8pp | 78.0%+6.2pp | 69.5%+14.7pp |
| Annual return | 18.96% | 27.68%-8.7pp | 148.54%-129.6pp | 81.00%-62.0pp |
| Employer contribution / active EE | $2,669 | $1,911+39.7% | $4,076-34.5% | $2,440+9.4% |
| Participant deferral / active EE | $8,859 | $3,563+148.6% | $5,524+60.4% | $3,607+145.6% |
| Admin fee / account holder | $356 | $4,245-91.6% | $8,592-95.9% | $5,124-93.1% |