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 |
|---|---|---|
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $40,737 |
UBS FINANCIAL SERVICES INC5+ years Service code 27 315 DEADERICK ST · NASHVILLE, TN 37238 | Advisory (Plan) | $33,321 |
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 | $38,372 | $88,122-56.5% | $141,162-72.8% | $67,579-43.2% |
| Participation rate | 94.7% | 76.5%+18.3pp | 82.5%+12.2pp | 71.3%+23.4pp |
| Annual return | 20.31% | 75.40%-55.1pp | 71.39%-51.1pp | 378.56%-358.2pp |
| Employer contribution / active EE | $715 | $3,224-77.8% | $4,735-84.9% | $2,148-66.7% |
| Participant deferral / active EE | $2,522 | $5,958-57.7% | $6,709-62.4% | $3,539-28.8% |
| Admin fee / account holder | $126 | $131-3.6% | $10,261-98.8% | $142-11.3% |