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 INC2 years Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $34,908 |
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,296 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,080 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,129 | $56,485-48.4% | $185,823-84.3% | $86,799-66.4% |
| Participation rate | 97.6% | 65.5%+32.1pp | 81.7%+15.9pp | 72.3%+25.3pp |
| Annual return | 15.85% | 118.04%-102.2pp | 122.05%-106.2pp | 97.91%-82.1pp |
| Employer contribution / active EE | $2,031 | $1,843+10.2% | $5,167-60.7% | $2,405-15.5% |
| Participant deferral / active EE | $2,880 | $2,553+12.8% | $5,568-48.3% | $4,131-30.3% |
| Admin fee / account holder | $123 | $150-17.7% | $16,237-99.2% | $170-27.4% |