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 INC2 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $8,000 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 52 · EIN 84-0467907 | Indirect Investment Fees | $6,154 |
INVESCO3 years Service code 52 · EIN 84-1073463 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT2 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,349 | $84,936+27.6% | $111,297-2.6% | $79,386+36.5% |
| Participation rate | 97.5% | 75.9%+21.7pp | 77.3%+20.2pp | 70.7%+26.8pp |
| Annual return | 11.42% | 17.45%-6.0pp | 54.65%-43.2pp | 116.85%-105.4pp |
| Employer contribution / active EE | $1,165 | $1,979-41.1% | $2,731-57.3% | $2,427-52.0% |
| Participant deferral / active EE | $5,376 | $3,888+38.3% | $4,487+19.8% | $4,046+32.9% |
| Admin fee / account holder | $67 | $537-87.6% | $7,964-99.2% | $626-89.3% |