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 |
|---|---|---|
UBS FINANCIAL SERVICES INC4 years Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $25,570 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,598 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,112 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,871 | $84,936-16.6% | $111,297-36.3% | $79,386-10.7% |
| Participation rate | 86.4% | 75.9%+10.5pp | 77.3%+9.1pp | 70.7%+15.7pp |
| Annual return | 12.29% | 17.45%-5.2pp | 54.65%-42.4pp | 116.85%-104.6pp |
| Employer contribution / active EE | $606 | $1,979-69.4% | $2,731-77.8% | $2,427-75.0% |
| Participant deferral / active EE | $2,996 | $3,888-22.9% | $4,487-33.2% | $4,046-25.9% |
| Admin fee / account holder | $346 | $537-35.6% | $7,964-95.7% | $626-44.8% |