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 | $58,812 |
Filed as: UBS FINANCIAL INC Service code 27 315 DEADERICK ST · NASHVILLE, TN 37238 | Advisory (Plan) | $35,544 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,776 | $104,317-46.5% | $159,436-65.0% | $86,799-35.7% |
| Participation rate | 96.1% | 77.7%+18.4pp | 82.8%+13.2pp | 72.3%+23.8pp |
| Annual return | 14.41% | 26.32%-11.9pp | 263.57%-249.2pp | 97.91%-83.5pp |
| Employer contribution / active EE | $908 | $3,451-73.7% | $4,829-81.2% | $2,405-62.3% |
| Participant deferral / active EE | $3,127 | $6,837-54.3% | $7,352-57.5% | $4,131-24.3% |
| Admin fee / account holder | $180 | $172+4.6% | $10,799-98.3% | $170+6.2% |