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 INC5+ years Service code 27 315 DEADERICK ST · NASHVILLE, TN 37238 | Advisory (Plan) | $87,658 |
Filed as: LUCAS, HORSFALL, MURPHY & PINDROH Service code 10 · EIN 95-4659692 | Accounting | $16,000 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $7,850 |
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 | $129,299 | $46,423+178.5% | $75,886+70.4% | $67,579+91.3% |
| Participation rate | 95.0% | 63.1%+31.9pp | 69.3%+25.7pp | 71.3%+23.7pp |
| Annual return | 25.10% | 32.29%-7.2pp | 30.76%-5.7pp | 378.56%-353.5pp |
| Employer contribution / active EE | $2,462 | $1,406+75.1% | $2,500-1.5% | $2,148+14.6% |
| Participant deferral / active EE | $6,686 | $2,564+160.8% | $3,603+85.6% | $3,539+88.9% |
| Admin fee / account holder | $213 | $132+61.5% | $5,418-96.1% | $142+49.6% |