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 INC5+ years Service code 27 315 DEADERICK ST · NASHVILLE, TN 37238 | Advisory (Plan) | $81,991 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,631 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,653 |
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 | $39,588 | $43,466-8.9% | $90,951-56.5% | $90,288-56.2% |
| Participation rate | 93.7% | 62.5%+31.3pp | 69.0%+24.7pp | 73.4%+20.4pp |
| Annual return | 20.06% | 25.26%-5.2pp | 134.60%-114.5pp | 53.97%-33.9pp |
| Employer contribution / active EE | $910 | $840+8.3% | $2,122-57.1% | $2,524-63.9% |
| Participant deferral / active EE | $4,310 | $2,138+101.6% | $3,373+27.8% | $4,232+1.8% |
| Admin fee / account holder | $72 | $92-21.4% | $5,959-98.8% | $114-36.7% |