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 INC3 years Service code 27 315 DEADERICK ST · NASHVILLE, TN 37238 | Advisory (Plan) | $35,279 |
JPMORGAN INVEST HOLDINGS LLC3 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $25,125 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,158 | $93,182-37.6% | $146,665-60.3% | $79,386-26.7% |
| Participation rate | 95.2% | 76.4%+18.7pp | 80.1%+15.1pp | 70.7%+24.5pp |
| Annual return | 14.70% | 21.61%-6.9pp | 22.74%-8.0pp | 116.85%-102.2pp |
| Employer contribution / active EE | $2,617 | $2,420+8.1% | $4,136-36.7% | $2,427+7.8% |
| Participant deferral / active EE | $5,634 | $4,169+35.1% | $5,506+2.3% | $4,046+39.3% |
| Admin fee / account holder | $435 | $585-25.7% | $10,280-95.8% | $626-30.6% |