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 |
|---|---|---|
UBS FINANCIAL SERVICES INC3+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 315 DEADERICK ST · NASHVILLE, TN 37238 | Advisory (Plan) | $46,337 |
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $37,359 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,413 | $50,458+3.9% | $159,960-67.2% | $64,808-19.1% |
| Participation rate | 61.0% | 68.0%-7.1pp | 78.0%-17.0pp | 71.5%-10.5pp |
| Annual return | -11.84% | -13.42%+1.6pp | 408.60%-420.4pp | 32.82%-44.7pp |
| Employer contribution / active EE | $2,271 | $1,722+31.9% | $4,226-46.3% | $2,506-9.4% |
| Participant deferral / active EE | $4,919 | $4,004+22.9% | $6,182-20.4% | $4,310+14.1% |
| Admin fee / account holder | $228 | $706-67.7% | $8,698-97.4% | $188+21.4% |