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 |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 15 · EIN 84-0467907 | Recordkeeping | $91,418 |
UBS FINANCIAL SERVICES INC5+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 16 · EIN 13-2638166 | Consulting | $56,250 |
Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $6,154 |
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 | $33,552 | $204,517-83.6% | $69,455-51.7% | $77,787-56.9% |
| Participation rate | 94.2% | 74.6%+19.5pp | 74.6%+19.6pp | 73.2%+21.0pp |
| Annual return | 21.51% | 22.10%-0.6pp | 28.97%-7.5pp | 32.57%-11.1pp |
| Employer contribution / active EE | $903 | $3,548-74.5% | $2,779-67.5% | $2,504-63.9% |
| Participant deferral / active EE | $2,992 | $3,478-14.0% | $3,535-15.4% | $3,967-24.6% |
| Admin fee / account holder | $61 | $101-39.2% | $3,839-98.4% | $100-38.9% |