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 INC1+ years Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $18,065 |
JPMORGAN INVEST HOLDINGS LLC1+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $465 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $60,331 | $70,002-13.8% | $115,037-47.6% | $52,331+15.3% |
| Participation rate | 96.7% | 72.1%+24.6pp | 81.4%+15.4pp | 68.1%+28.6pp |
| Annual return | -1.18% | 4.04%-5.2pp | 26.14%-27.3pp | 4.54%-5.7pp |
| Employer contribution / active EE | $0 | $2,715-100.0% | $4,608-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $6,262 | $4,920+27.3% | $6,026+3.9% | $3,022+107.2% |
| Admin fee / account holder | $91 | $566-84.0% | $8,175-98.9% | $592-84.6% |