See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC9+ years Service code 27 · EIN 13-2624428 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $43,326 |
JPMORGAN INVEST HOLDINGS LLC9+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $1,350 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,660 | $89,282+17.2% | $94,646+10.6% | $74,419+40.6% |
| Participation rate | 99.2% | 82.4%+16.8pp | 80.8%+18.4pp | 70.7%+28.5pp |
| Annual return | 19.10% | 25.96%-6.9pp | 156.71%-137.6pp | 34.38%-15.3pp |
| Employer contribution / active EE | $3,475 | $3,022+15.0% | $3,672-5.4% | $2,637+31.7% |
| Participant deferral / active EE | $9,758 | $8,425+15.8% | $7,418+31.5% | $4,528+115.5% |
| Admin fee / account holder | $137 | $219-37.6% | $7,231-98.1% | $348-60.7% |