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 10-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) | $129,366 |
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $17,918 |
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 | $63,796 | $88,083-27.6% | $164,813-61.3% | $74,495-14.4% |
| Participation rate | 99.5% | 73.0%+26.5pp | 78.6%+20.9pp | 67.2%+32.3pp |
| Annual return | 14.88% | 17.26%-2.4pp | 69.93%-55.1pp | 1364.94%-1350.1pp |
| Employer contribution / active EE | $5,858 | $2,593+125.9% | $4,341+35.0% | $2,623+123.3% |
| Participant deferral / active EE | $7,508 | $4,498+66.9% | $6,031+24.5% | $4,346+72.8% |
| Admin fee / account holder | $376 | $2,234-83.2% | $12,690-97.0% | $1,942-80.6% |