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 Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 315 DEADERICK ST. · NASHVILLE, TN 37238 | Advisory (Plan) | $40,561 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $39,159 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,044 |
PENSION SERVICES, INC.3 years Filed as: PENSION SERVICES INC. Service code 13 | Contract Administrator | $10,000 |
PENSION SERVICES, INC.7+ years Service code 13 3150 SW 38TH AVE · MIAMI, FL 33146 | Contract Administrator | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,440 | $104,317-66.0% | $159,436-77.8% | $86,799-59.2% |
| Participation rate | 91.4% | 77.7%+13.6pp | 82.8%+8.5pp | 72.3%+19.1pp |
| Annual return | 15.63% | 26.32%-10.7pp | 263.57%-247.9pp | 97.91%-82.3pp |
| Employer contribution / active EE | $670 | $3,451-80.6% | $4,829-86.1% | $2,405-72.1% |
| Participant deferral / active EE | $4,654 | $6,837-31.9% | $7,352-36.7% | $4,131+12.7% |
| Admin fee / account holder | $172 | $172-0.3% | $10,799-98.4% | $170+1.2% |