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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $66,528 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SVCS INS AGCY INC Service code 55 1000 HARBOR BLVD 8TH FL · WEEHAWKEN, NJ 07087 | Other Commissions | $20,595 |
Service code 27 315 DEADERICK ST · NASHVILLE, TN 37238 | Advisory (Plan) | $10,329 |
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 | $52,670 | $73,638-28.5% | $95,952-45.1% | $73,488-28.3% |
| Participation rate | 89.5% | 76.2%+13.3pp | 77.1%+12.4pp | 70.7%+18.8pp |
| Annual return | 13.24% | 16.78%-3.5pp | 91.61%-78.4pp | 28.51%-15.3pp |
| Employer contribution / active EE | $1,222 | $1,863-34.4% | $2,541-51.9% | $2,270-46.2% |
| Participant deferral / active EE | $3,457 | $3,617-4.4% | $4,167-17.0% | $3,740-7.6% |
| Admin fee / account holder | $291 | $482-39.6% | $6,795-95.7% | $513-43.3% |