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 |
|---|---|---|
Service code 27 315 DEADRICK ST 5TH FLOOR · NASHVILLE, TN 37238 | Advisory (Plan) | $19,963 |
Service code 64 815 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,697 |
UBS FINANCIAL SERVICES INC3+ years Filed as: UBS FINANCIAL SVCS INS AGCY INC Service code 55 | Other Commissions | $11,687 |
UBS FINANCIAL SERVICES INC3+ years Filed as: UBS FINANCIAL SVCS INSURANCE AGCY I Service code 55 1000 HARBOR BLVD 8TH FLOOR · WEEHAWKEN, NJ 07087 | Other Commissions | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $233,838 | $57,354+307.7% | $83,848+178.9% | $64,186+264.3% |
| Participation rate | 91.8% | 68.6%+23.2pp | 76.1%+15.7pp | 69.6%+22.3pp |
| Annual return | -8.64% | 11.38%-20.0pp | 850.88%-859.5pp | 7.63%-16.3pp |
| Employer contribution / active EE | $6,244 | $2,545+145.3% | $3,631+72.0% | $2,381+162.3% |
| Participant deferral / active EE | $2,933 | $2,993-2.0% | $4,082-28.1% | $3,470-15.5% |
| Admin fee / account holder | $993 | $4,046-75.5% | $5,478-81.9% | $4,888-79.7% |