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 INC5+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 315 DEADERICK ST · NASHVILLE, TN 37238 | Advisory (Plan) | $66,429 |
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $48,061 |
WEAVER AND TIDWELL, LLP1 year Service code 10 2821 W. 7TH STREET · FT. WORTH, TX 76107 | Accounting | $12,957 |
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 | $64,768 | $62,624+3.4% | $177,989-63.6% | $77,643-16.6% |
| Participation rate | 66.5% | 66.8%-0.4pp | 77.1%-10.6pp | 70.6%-4.1pp |
| Annual return | 12.96% | 16.16%-3.2pp | 294.48%-281.5pp | 31.24%-18.3pp |
| Employer contribution / active EE | $2,975 | $1,909+55.8% | $3,949-24.7% | $2,726+9.1% |
| Participant deferral / active EE | $5,751 | $4,219+36.3% | $6,276-8.4% | $4,647+23.8% |
| Admin fee / account holder | $294 | $386-23.9% | $10,363-97.2% | $430-31.8% |