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 DEADERICK ST · NASHVILLE, TN 37238 | Advisory (Plan) | $7,409 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,770 |
UBS FINANCIAL SERVICES INC5+ years Filed as: UBS FINANCIAL SVCS INS AGCY INC Service code 55 1000 HARBOR BLVD 8TH FL · WEEHAWKEN, NJ 07087 | Other Commissions | $1,747 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,616 | $52,953-74.3% | $172,739-92.1% | $65,185-79.1% |
| Participation rate | 98.5% | 66.2%+32.3pp | 82.6%+15.8pp | 70.2%+28.3pp |
| Annual return | 17.90% | 30.12%-12.2pp | 802.84%-784.9pp | 29.38%-11.5pp |
| Employer contribution / active EE | $1,256 | $2,190-42.6% | $5,143-75.6% | $2,177-42.3% |
| Participant deferral / active EE | $1,215 | $2,471-50.8% | $5,198-76.6% | $3,514-65.4% |
| Admin fee / account holder | $34 | $472-92.9% | $13,954-99.8% | $847-96.0% |