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 INC4+ years Service code 27 315 DEADERICK ST · NASHVILLE, TN 37238 | Advisory (Plan) | $72,119 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,743 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,008 |
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 | $27,908 | $40,113-30.4% | $84,015-66.8% | $77,787-64.1% |
| Participation rate | 90.6% | 62.8%+27.9pp | 69.0%+21.6pp | 73.2%+17.4pp |
| Annual return | 25.36% | 23.27%+2.1pp | 71.31%-45.9pp | 32.57%-7.2pp |
| Employer contribution / active EE | $825 | $847-2.6% | $1,983-58.4% | $2,504-67.1% |
| Participant deferral / active EE | $3,904 | $2,030+92.3% | $3,239+20.5% | $3,967-1.6% |
| Admin fee / account holder | $53 | $92-42.4% | $6,101-99.1% | $100-47.3% |