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 INC2 years Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $46,789 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31,094 |
BKD, LLP1 year Filed as: BKD LLP Service code 10 910 E ST LOUIS STREET SUITE 200 · SPRINGFIELD, MO 658011190 | Accounting | $18,200 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $427 |
MCAFEE & TAFT2 years Service code 29 211 N ROBINSON 10TH FL · OKLAHOMA CITY, OK 73102 | Legal | $300 |
Participant contribution per participant 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 | $49,521 | $81,537-39.3% | $149,718-66.9% | $69,631-28.9% |
| Participation rate | 91.8% | 86.1%+5.6pp | 87.1%+4.7pp | 70.7%+21.1pp |
| Annual return | 17.69% | 22.79%-5.1pp | 1501.63%-1483.9pp | 27571.02%-27553.3pp |
| Employer contribution / active EE | $1,978 | $3,239-38.9% | $5,445-63.7% | $2,032-2.7% |
| Participant deferral / active EE | $2,701 | $4,994-45.9% | $6,569-58.9% | $3,224-16.2% |
| Admin fee / account holder | $183 | $107+70.9% | $11,283-98.4% | $110+65.4% |