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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.
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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 |
|---|---|---|
Filed as: UBS FINANCIAL SERVICES INC. Service code 27 315 DEADERICK ST · NASHVILLE, TN 37238 | Advisory (Plan) | $14,849 |
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,788 |
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 | $100,111 | $86,286+16.0% | $111,297-10.1% | $85,850+16.6% |
| Participation rate | 47.0% | 73.3%-26.3pp | 77.3%-30.3pp | 69.3%-22.3pp |
| Annual return | 11.23% | 19.99%-8.8pp | 54.65%-43.4pp | 318.53%-307.3pp |
| Employer contribution / active EE | $0 | $2,043-100.0% | $2,731-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,300 | $3,641-36.8% | $4,487-48.7% | $3,952-41.8% |
| Admin fee / account holder | $236 | $8,188-97.1% | $7,964-97.0% | $6,260-96.2% |