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 STREET · NASHVILLE, TN 37238 | Advisory (Plan) | $42,808 |
KATZ, SAPPER & MILLER3 years Filed as: KATZ TELLER BRANT & HILD A Service code 29 255 EAST FIFTH STREET · CINCINNATI, OH 45202 | Legal | $26,915 |
Filed as: CLARK SCHAEFER HACKETT & CO Service code 10 · EIN 31-0800053 | Accounting | $17,000 |
CUNI, RUST & STRENK3 years Filed as: CUNI, RUST & STRENK, INC. Service code 99 4555 LAKE FOREST DRIVE · CINCINNATI, OH 45242 | Other Fees | $12,525 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,260 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $201,771 | $52,953+281.0% | $172,739+16.8% | $65,185+209.5% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 22.45% | 30.12%-7.7pp | 802.84%-780.4pp | 29.38%-6.9pp |
| Employer contribution / active EE | $12,531 | $2,190+472.3% | $5,143+143.7% | $2,177+475.7% |
| Participant deferral / active EE | $8,544 | $2,471+245.8% | $5,198+64.4% | $3,514+143.2% |
| Admin fee / account holder | $34 | $472-92.8% | $13,954-99.8% | $847-96.0% |