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 | $53,092 |
UBS FINANCIAL SERVICES INC4 years Service code 27 315 DEADERICK ST · NASHVILLE, TN 37238 | Advisory (Plan) | $43,060 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,758 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $76,109 | $73,638+3.4% | $95,952-20.7% | $73,488+3.6% |
| Participation rate | 97.8% | 76.2%+21.7pp | 77.1%+20.8pp | 70.7%+27.2pp |
| Annual return | 13.04% | 16.78%-3.7pp | 91.61%-78.6pp | 28.51%-15.5pp |
| Employer contribution / active EE | $2,337 | $1,863+25.4% | $2,541-8.0% | $2,270+3.0% |
| Participant deferral / active EE | $5,677 | $3,617+57.0% | $4,167+36.2% | $3,740+51.8% |
| Admin fee / account holder | $452 | $482-6.2% | $6,795-93.3% | $513-11.9% |