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 INC5+ years Service code 27 315 DEADERICK ST · NASHVILLE, TN 37238 | Advisory (Plan) | $27,366 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,827 |
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 | $169,844 | $98,750+72.0% | $149,696+13.5% | $79,858+112.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 32.29% | 27.43%+4.9pp | 276.60%-244.3pp | 31.71%+0.6pp |
| Employer contribution / active EE | $2,766 | $3,216-14.0% | $4,644-40.4% | $2,471+11.9% |
| Participant deferral / active EE | $6,503 | $5,680+14.5% | $6,842-4.9% | $3,740+73.9% |
| Admin fee / account holder | $259 | $6,053-95.7% | $9,309-97.2% | $5,306-95.1% |