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 Service code 27 315 DEADERICK ST · NASHVILLE, TN 37238 | Advisory (Plan) | $87,670 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $8,160 |
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 | $37,582 | $62,928-40.3% | $172,739-78.2% | $67,579-44.4% |
| Participation rate | 74.1% | 64.5%+9.7pp | 82.6%-8.5pp | 71.3%+2.9pp |
| Annual return | 18.41% | 30.36%-11.9pp | 802.84%-784.4pp | 378.56%-360.1pp |
| Employer contribution / active EE | $1,469 | $1,636-10.2% | $5,143-71.4% | $2,148-31.6% |
| Participant deferral / active EE | $2,395 | $2,145+11.6% | $5,198-53.9% | $3,539-32.3% |
| Admin fee / account holder | $122 | $167-26.6% | $13,954-99.1% | $142-14.0% |