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 INC1+ years Filed as: UBS PAINE WEBBER Service code 20 · EIN 13-2638166 | Trustee (individual) | $109,284 |
REGIONS BANK1+ years Filed as: REGIONS MORGAN KEEGAN TRUST Service code 26 · EIN 63-6133229 | Advisory (Participants) | $33,120 |
ALDRIDGE BORDEN & COMPANY PC1+ years Filed as: ALDRIDGE, BORDEN & COMPANY, PC Service code 20 · EIN 63-0781330 | Trustee (individual) | $26,395 |
Filed as: CORPORATE FINANCIAL SERVICES LLC Service code 15 7050 FAIN PARK DRIVE, SUITE 12 · MONTGOMERY, AL 36117 | Recordkeeping | $6,848 |
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 | $119,974 | $60,165+99.4% | $74,183+61.7% | $55,167+117.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 11.36% | 10.00%+1.4pp | 17.74%-6.4pp | 169.23%-157.9pp |
| Employer contribution / active EE | $2,226 | $1,600+39.1% | $2,370-6.1% | $1,963+13.4% |
| Participant deferral / active EE | $3,849 | $2,973+29.5% | $3,550+8.4% | $3,054+26.0% |
| Admin fee / account holder | $840 | $419+100.4% | $5,586-85.0% | $504+66.8% |