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 | $40,638 |
UBS FINANCIAL SERVICES INC2 years Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $36,393 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,852 | $185,342-71.5% | $111,297-52.5% | $86,799-39.1% |
| Participation rate | 89.3% | 81.0%+8.3pp | 77.3%+12.0pp | 72.3%+17.0pp |
| Annual return | 14.60% | 500.80%-486.2pp | 54.65%-40.0pp | 97.91%-83.3pp |
| Employer contribution / active EE | $1,251 | $2,246-44.3% | $2,731-54.2% | $2,405-48.0% |
| Participant deferral / active EE | $3,432 | $4,458-23.0% | $4,487-23.5% | $4,131-16.9% |
| Admin fee / account holder | $258 | $255+0.9% | $7,964-96.8% | $170+51.9% |