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 | $18,112 |
Filed as: UBS FINANCIAL SVCS INS AGCY INC Service code 55 1000 HARBOR BLVD 8TH FL · WEEHAWKEN, NJ 07087 | Other Commissions | $10,183 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,798 |
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 | $23,927 | $95,416-74.9% | $185,823-87.1% | $85,850-72.1% |
| Participation rate | 71.3% | 68.8%+2.5pp | 81.7%-10.4pp | 69.3%+1.9pp |
| Annual return | 13.80% | 23.59%-9.8pp | 122.05%-108.3pp | 318.53%-304.7pp |
| Employer contribution / active EE | $2,749 | $3,314-17.0% | $5,167-46.8% | $2,565+7.2% |
| Participant deferral / active EE | $2,222 | $3,423-35.1% | $5,568-60.1% | $3,952-43.8% |
| Admin fee / account holder | $255 | $7,213-96.5% | $16,237-98.4% | $6,260-95.9% |