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 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $49,308 |
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $1,238 |
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 | $172,481 | $91,407+88.7% | $135,903+26.9% | $71,457+141.4% |
| Participation rate | 89.6% | 75.7%+14.0pp | 81.9%+7.7pp | 67.9%+21.7pp |
| Annual return | 20.54% | 29.90%-9.4pp | 68.23%-47.7pp | 28.85%-8.3pp |
| Employer contribution / active EE | $3,601 | $3,703-2.8% | $4,856-25.8% | $2,588+39.2% |
| Participant deferral / active EE | $8,745 | $7,092+23.3% | $7,758+12.7% | $4,289+103.9% |
| Admin fee / account holder | $306 | $1,266-75.8% | $10,762-97.2% | $1,587-80.7% |