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 | $49,953 |
UBS FINANCIAL SERVICES INC6+ years Service code 27 315 DEADERICK ST NASHVILLE TN · NASHVILLE, TN 37238 | Advisory (Plan) | $33,064 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,866 | $100,801-56.5% | $149,696-70.7% | $73,409-40.2% |
| Participation rate | 95.2% | 77.7%+17.5pp | 82.5%+12.7pp | 72.2%+23.0pp |
| Annual return | 15.18% | 265.34%-250.2pp | 276.60%-261.4pp | 59.29%-44.1pp |
| Employer contribution / active EE | $840 | $3,312-74.6% | $4,644-81.9% | $2,234-62.4% |
| Participant deferral / active EE | $2,764 | $6,404-56.8% | $6,842-59.6% | $3,805-27.4% |
| Admin fee / account holder | $145 | $181-19.6% | $9,309-98.4% | $158-7.9% |