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) | $18,605 |
UNITED BENEFIT PENSIONS INC.2 years Filed as: UNITED BENEFIT PENSIONS INC Service code 13 175 BROADHOLLOW RD STE 160 · MELVILLE, NY 11747 | Contract Administrator | $4,050 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERV Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $1,925 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,900 | $79,184-44.6% | $102,438-57.1% | $74,546-41.1% |
| Participation rate | 78.6% | 74.8%+3.8pp | 76.5%+2.1pp | 67.2%+11.4pp |
| Annual return | 13.41% | 54.95%-41.5pp | 29.37%-16.0pp | 1366.03%-1352.6pp |
| Employer contribution / active EE | $430 | $2,362-81.8% | $3,024-85.8% | $2,624-83.6% |
| Participant deferral / active EE | $5,174 | $4,414+17.2% | $5,054+2.4% | $4,347+19.0% |
| Admin fee / account holder | $106 | $2,001-94.7% | $9,448-98.9% | $1,944-94.5% |