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 5-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 |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $28,698 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 315 DEADERICK ST · NASHVILLE, TN 37238 | Advisory (Plan) | $10,864 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,373 | $56,152+4.0% | $185,823-68.6% | $73,409-20.5% |
| Participation rate | 71.6% | 67.6%+4.1pp | 78.0%-6.4pp | 72.2%-0.6pp |
| Annual return | 0.00% | 17.59%-17.6pp | 35.95%-36.0pp | 59.29%-59.3pp |
| Employer contribution / active EE | $1,254 | $1,532-18.1% | $4,087-69.3% | $2,234-43.8% |
| Participant deferral / active EE | $6,347 | $3,659+73.4% | $5,632+12.7% | $3,805+66.8% |
| Admin fee / account holder | $114 | $132-13.9% | $9,500-98.8% | $158-28.0% |