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 INC4 years Service code 27 315 DEADERICK ST · NASHVILLE, TN 37238 | Advisory (Plan) | $111,478 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $65,344 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $52,542 | $105,190-50.1% | $98,907-46.9% | $90,288-41.8% |
| Participation rate | 55.2% | 86.4%-31.2pp | 76.0%-20.8pp | 73.4%-18.2pp |
| Annual return | 19.88% | 18.52%+1.4pp | 196.43%-176.5pp | 53.97%-34.1pp |
| Employer contribution / active EE | $1,214 | $3,831-68.3% | $2,689-54.8% | $2,524-51.9% |
| Participant deferral / active EE | $2,168 | $5,616-61.4% | $4,244-48.9% | $4,232-48.8% |
| Admin fee / account holder | $226 | $97+131.7% | $6,642-96.6% | $114+97.8% |