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) | $27,344 |
JPMORGAN INVEST HOLDINGS LLC5+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $720 |
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 | $100,171 | $89,652+11.7% | $141,162-29.0% | $65,185+53.7% |
| Participation rate | 99.4% | 74.7%+24.7pp | 82.5%+16.9pp | 70.2%+29.2pp |
| Annual return | 22.48% | 32.79%-10.3pp | 71.39%-48.9pp | 29.38%-6.9pp |
| Employer contribution / active EE | $3,223 | $3,065+5.2% | $4,735-31.9% | $2,177+48.1% |
| Participant deferral / active EE | $7,977 | $5,691+40.2% | $6,709+18.9% | $3,514+127.0% |
| Admin fee / account holder | $136 | $569-76.2% | $10,261-98.7% | $847-84.0% |