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 INC4 years Service code 27 315 DEADERICK STREET · NASHVILLE, TN 37238 | Advisory (Plan) | $42,842 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $470 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $111,439 | $65,376+70.5% | $87,100+27.9% | $65,185+71.0% |
| Participation rate | 89.4% | 75.3%+14.0pp | 76.9%+12.5pp | 70.2%+19.2pp |
| Annual return | 17.57% | 31.27%-13.7pp | 28.19%-10.6pp | 29.38%-11.8pp |
| Employer contribution / active EE | $1,667 | $1,822-8.5% | $2,521-33.9% | $2,177-23.4% |
| Participant deferral / active EE | $4,494 | $3,388+32.6% | $4,049+11.0% | $3,514+27.9% |
| Admin fee / account holder | $4 | $520-99.2% | $7,497-99.9% | $847-99.5% |