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 · NASHVILLE, TN 37238 | Advisory (Plan) | $55,952 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,116 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,128 | $84,936+37.9% | $111,297+5.2% | $79,386+47.5% |
| Participation rate | 84.5% | 75.9%+8.6pp | 77.3%+7.2pp | 70.7%+13.8pp |
| Annual return | 10.95% | 17.45%-6.5pp | 54.65%-43.7pp | 116.85%-105.9pp |
| Employer contribution / active EE | $1,685 | $1,979-14.9% | $2,731-38.3% | $2,427-30.6% |
| Participant deferral / active EE | $4,669 | $3,888+20.1% | $4,487+4.0% | $4,046+15.4% |
| Admin fee / account holder | $22 | $537-95.8% | $7,964-99.7% | $626-96.4% |