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 7-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 INC2 years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 315 DEADERICK ST · NASHVILLE, TN 37238 | Advisory (Plan) | $13,435 |
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,257 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,639 | $71,883+15.0% | $86,677-4.7% | $68,494+20.7% |
| Participation rate | 43.6% | 72.2%-28.6pp | 76.6%-33.0pp | 67.9%-24.3pp |
| Annual return | -19.61% | 3.52%-23.1pp | 35.91%-55.5pp | -7.84%-11.8pp |
| Employer contribution / active EE | $855 | $2,173-60.7% | $2,836-69.9% | $2,596-67.1% |
| Participant deferral / active EE | $2,427 | $3,779-35.8% | $4,656-47.9% | $4,027-39.7% |
| Admin fee / account holder | $297 | $6,112-95.1% | $7,493-96.0% | $5,403-94.5% |