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 · NASHVILLE, TN 37238 | Advisory (Plan) | $25,178 |
JPMORGAN INVEST HOLDINGS LLC2 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $18,329 |
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 | $51,578 | $81,474-36.7% | $133,956-61.5% | $73,488-29.8% |
| Participation rate | 94.1% | 76.4%+17.7pp | 79.8%+14.2pp | 70.7%+23.4pp |
| Annual return | 18.00% | 19.40%-1.4pp | 45.09%-27.1pp | 28.51%-10.5pp |
| Employer contribution / active EE | $3,117 | $2,209+41.1% | $3,919-20.4% | $2,270+37.3% |
| Participant deferral / active EE | $5,306 | $3,786+40.1% | $5,048+5.1% | $3,740+41.9% |
| Admin fee / account holder | $340 | $713-52.3% | $8,927-96.2% | $513-33.8% |