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 INC3 years Service code 27 315 DEADERICK ST · NASHVILLE, TN 37238 | Advisory (Plan) | $3,958 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $150 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $63,263 | $73,638-14.1% | $95,952-34.1% | $73,488-13.9% |
| Participation rate | 87.3% | 76.2%+11.1pp | 77.1%+10.2pp | 70.7%+16.6pp |
| Annual return | 9.87% | 16.78%-6.9pp | 91.61%-81.7pp | 28.51%-18.6pp |
| Employer contribution / active EE | $589 | $1,863-68.4% | $2,541-76.8% | $2,270-74.1% |
| Participant deferral / active EE | $2,818 | $3,617-22.1% | $4,167-32.4% | $3,740-24.6% |
| Admin fee / account holder | $322 | $482-33.2% | $6,795-95.3% | $513-37.3% |