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 INC8+ years Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $40,423 |
JPMORGAN INVEST HOLDINGS LLC8+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $828 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,646 | $84,487+12.0% | $125,339-24.5% | $66,914+41.4% |
| Participation rate | 98.2% | 76.4%+21.8pp | 82.4%+15.9pp | 69.8%+28.4pp |
| Annual return | -15.97% | -8.39%-7.6pp | 572.05%-588.0pp | 1.58%-17.5pp |
| Employer contribution / active EE | $3,534 | $3,553-0.5% | $4,814-26.6% | $2,544+38.9% |
| Participant deferral / active EE | $9,505 | $6,781+40.2% | $7,446+27.6% | $4,237+124.3% |
| Admin fee / account holder | $147 | $685-78.5% | $10,010-98.5% | $593-75.2% |