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 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $22,902 |
JPMORGAN INVEST HOLDINGS LLC3+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $5,820 |
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 | $94,534 | $80,753+17.1% | $136,294-30.6% | $62,292+51.8% |
| Participation rate | 96.9% | 73.5%+23.4pp | 81.9%+15.0pp | 69.5%+27.4pp |
| Annual return | 19.42% | 35.83%-16.4pp | 5155.94%-5136.5pp | 28.90%-9.5pp |
| Employer contribution / active EE | $3,342 | $2,884+15.9% | $4,695-28.8% | $2,042+63.7% |
| Participant deferral / active EE | $7,352 | $5,164+42.4% | $6,247+17.7% | $3,169+132.0% |
| Admin fee / account holder | $152 | $525-71.1% | $9,243-98.4% | $479-68.3% |