See peer percentile detail. $4.99 for your first month.
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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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $44,407 |
UBS FINANCIAL SERVICES INC5 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 315 DEADERICK ST. · NASHVILLE, TN 37238 | Advisory (Plan) | $40,111 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,437 |
PENSION SERVICES, INC.4 years Filed as: PENSION SERVICES INC. Service code 13 | Contract Administrator | $10,000 |
PENSION SERVICES, INC.8+ 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 | $27,187 | $82,202-66.9% | $125,339-78.3% | $64,808-58.0% |
| Participation rate | 88.9% | 77.9%+11.0pp | 82.4%+6.5pp | 71.5%+17.5pp |
| Annual return | -15.17% | 3.48%-18.6pp | 572.05%-587.2pp | 32.82%-48.0pp |
| Employer contribution / active EE | $561 | $3,615-84.5% | $4,814-88.3% | $2,506-77.6% |
| Participant deferral / active EE | $3,615 | $7,175-49.6% | $7,446-51.5% | $4,310-16.1% |
| Admin fee / account holder | $153 | $163-6.1% | $10,010-98.5% | $188-18.4% |