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 INC6+ years Service code 99 315 DEADERICK ST · NASHVILLE, TN 37238 | Other Fees | $28,033 |
WINDHAM BRANNON6+ years Filed as: WINDHAM BRANNON, P.C. Service code 10 3630 PEACHTREE RD NE STE 600 · ATLANTA, GA 30326 | Accounting | $6,500 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $0 |
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 | $123,634 | $72,012+71.7% | $185,823-33.5% | $79,858+54.8% |
| Participation rate | 100.0% | 65.8%+34.2pp | 78.0%+22.0pp | 69.6%+30.4pp |
| Annual return | 13.23% | 23.12%-9.9pp | 35.95%-22.7pp | 31.71%-18.5pp |
| Employer contribution / active EE | $4,022 | $1,965+104.7% | $4,087-1.6% | $2,471+62.8% |
| Participant deferral / active EE | $11,366 | $3,779+200.8% | $5,632+101.8% | $3,740+203.9% |
| Admin fee / account holder | $335 | $4,513-92.6% | $9,500-96.5% | $5,306-93.7% |