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 Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $58,535 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $385 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $137,990 | $85,766+60.9% | $136,294+1.2% | $70,131+96.8% |
| Participation rate | 96.7% | 74.2%+22.6pp | 81.9%+14.8pp | 69.5%+27.2pp |
| Annual return | 12.02% | 31.45%-19.4pp | 5155.94%-5143.9pp | 73.14%-61.1pp |
| Employer contribution / active EE | $4,292 | $2,966+44.7% | $4,695-8.6% | $2,342+83.2% |
| Participant deferral / active EE | $7,179 | $5,051+42.1% | $6,247+14.9% | $3,332+115.5% |
| Admin fee / account holder | $339 | $5,420-93.8% | $9,243-96.3% | $4,645-92.7% |