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 INC6+ years Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $34,332 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,001 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $204,079 | $105,181+94.0% | $159,436+28.0% | $85,850+137.7% |
| Participation rate | 97.8% | 75.8%+22.0pp | 82.8%+15.0pp | 69.3%+28.5pp |
| Annual return | 12.81% | 45.07%-32.3pp | 263.57%-250.8pp | 318.53%-305.7pp |
| Employer contribution / active EE | $4,536 | $3,318+36.7% | $4,829-6.1% | $2,565+76.8% |
| Participant deferral / active EE | $7,816 | $5,945+31.5% | $7,352+6.3% | $3,952+97.8% |
| Admin fee / account holder | $386 | $6,933-94.4% | $10,799-96.4% | $6,260-93.8% |