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 Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 315 DEADERICK STREET · NASHVILLE, TN 37238 | Advisory (Plan) | $53,355 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $1,318 |
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 | $184,064 | $84,487+117.9% | $125,339+46.9% | $66,914+175.1% |
| Participation rate | 74.2% | 76.4%-2.2pp | 82.4%-8.2pp | 69.8%+4.4pp |
| Annual return | -17.72% | -8.39%-9.3pp | 572.05%-589.8pp | 1.58%-19.3pp |
| Employer contribution / active EE | $1,740 | $3,553-51.0% | $4,814-63.9% | $2,544-31.6% |
| Participant deferral / active EE | $8,699 | $6,781+28.3% | $7,446+16.8% | $4,237+105.3% |
| Admin fee / account holder | $424 | $685-38.1% | $10,010-95.8% | $593-28.6% |