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 INC9+ years Service code 99 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Other Fees | $32,832 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,250 |
WINDHAM BRANNON9+ years Filed as: WINDHAM BRANNON, P.C. Service code 10 3630 PEACHTREE RD NE STE 600 · ATLANTA, GA 30326 | Accounting | $8,031 |
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 | $160,625 | $70,669+127.3% | $169,368-5.2% | $75,163+113.7% |
| Participation rate | 100.0% | 64.8%+35.2pp | 77.1%+22.9pp | 67.2%+32.8pp |
| Annual return | 16.45% | 36.36%-19.9pp | 405.60%-389.1pp | 160.62%-144.2pp |
| Employer contribution / active EE | $5,817 | $2,211+163.1% | $4,013+45.0% | $2,670+117.9% |
| Participant deferral / active EE | $17,760 | $4,311+312.0% | $6,221+185.5% | $4,125+330.5% |
| Admin fee / account holder | $691 | $5,402-87.2% | $9,003-92.3% | $5,651-87.8% |