See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC1+ years Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $54,719 |
PENTEGRA SERVICES, INC.1+ years Filed as: PENTEGRA SERVICES INC Service code 13 5350 77 CENTER DR STE 200 · CHARLOTTE, NC 28217 | Contract Administrator | $16,966 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $92,251 | $54,193+70.2% | $93,606-1.4% | $77,643+18.8% |
| Participation rate | 28.7% | 63.9%-35.2pp | 68.7%-40.0pp | 70.6%-41.8pp |
| Annual return | 15.45% | 30.54%-15.1pp | 133.20%-117.7pp | 31.24%-15.8pp |
| Employer contribution / active EE | $735 | $1,168-37.0% | $2,420-69.6% | $2,726-73.0% |
| Participant deferral / active EE | $1,298 | $3,144-58.7% | $4,411-70.6% | $4,647-72.1% |
| Admin fee / account holder | $334 | $576-41.9% | $8,285-96.0% | $430-22.3% |