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.
See the 5-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC4+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 315 DEADERICK STREET · NASHVILLE, TN 37238 | Advisory (Plan) | $52,128 |
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $41,287 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,680 | $56,638+8.9% | $169,368-63.6% | $74,419-17.1% |
| Participation rate | 64.3% | 67.5%-3.2pp | 77.1%-12.9pp | 70.7%-6.5pp |
| Annual return | 20.84% | 24.75%-3.9pp | 405.60%-384.8pp | 34.38%-13.5pp |
| Employer contribution / active EE | $2,782 | $2,027+37.3% | $4,013-30.7% | $2,637+5.5% |
| Participant deferral / active EE | $5,578 | $4,223+32.1% | $6,221-10.3% | $4,528+23.2% |
| Admin fee / account holder | $226 | $307-26.4% | $9,003-97.5% | $348-35.1% |