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 INC4+ years Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $26,698 |
JPMORGAN INVEST HOLDINGS LLC4+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $1,355 |
Annual investment return 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 | $87,777 | $73,102+20.1% | $123,544-29.0% | $56,287+55.9% |
| Participation rate | 98.6% | 74.3%+24.3pp | 82.3%+16.3pp | 69.9%+28.7pp |
| Annual return | -7.64% | 3.01%-10.6pp | 119.20%-126.8pp | -9.96%+2.3pp |
| Employer contribution / active EE | $3,301 | $2,977+10.9% | $4,628-28.7% | $2,111+56.3% |
| Participant deferral / active EE | $7,705 | $5,423+42.1% | $6,426+19.9% | $3,350+130.0% |
| Admin fee / account holder | $147 | $554-73.5% | $9,284-98.4% | $521-71.8% |