See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,346 |
UBS FINANCIAL SERVICES INC2 years Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $1,964 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,899 | $95,416-92.8% | $185,823-96.3% | $85,850-92.0% |
| Participation rate | 92.3% | 68.8%+23.5pp | 81.7%+10.6pp | 69.3%+23.0pp |
| Annual return | 7.97% | 23.59%-15.6pp | 122.05%-114.1pp | 318.53%-310.6pp |
| Employer contribution / active EE | $882 | $3,314-73.4% | $5,167-82.9% | $2,565-65.6% |
| Participant deferral / active EE | $1,076 | $3,423-68.6% | $5,568-80.7% | $3,952-72.8% |
| Admin fee / account holder | $97 | $7,213-98.7% | $16,237-99.4% | $6,260-98.5% |