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 INC10+ years Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $130,869 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $29,027 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,930 | $113,293-66.5% | $67,502-43.8% | $199,593-81.0% |
| Participation rate | 50.6% | 73.3%-22.8pp | 72.9%-22.3pp | 72.0%-21.4pp |
| Annual return | 15.60% | 15.88%-0.3pp | 3512.12%-3496.5pp | 34.25%-18.6pp |
| Employer contribution / active EE | $1,270 | $3,401-62.6% | $2,731-53.5% | $3,034-58.1% |
| Participant deferral / active EE | $2,303 | $4,159-44.6% | $4,000-42.4% | $5,087-54.7% |
| Admin fee / account holder | $49 | $103-51.7% | $3,998-98.8% | $269-81.6% |