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 9-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 Filed as: UBS FINANCIAL SERVICES, INC. Service code 25 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Directed Trustee | $33,393 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $3,284 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $23,417 | $65,041-64.0% | $90,951-74.3% | $79,858-70.7% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 13.16% | 30.45%-17.3pp | 134.60%-121.4pp | 31.71%-18.6pp |
| Employer contribution / active EE | $6,455 | $1,247+417.6% | $2,122+204.2% | $2,471+161.2% |
| Participant deferral / active EE | $9,624 | $2,512+283.1% | $3,373+185.3% | $3,740+157.3% |
| Admin fee / account holder | $526 | $4,536-88.4% | $5,959-91.2% | $5,306-90.1% |