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 7-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 |
|---|---|---|
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $321,060 |
UBS FINANCIAL SERVICES INC1+ years Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $50,000 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 15 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $22,164 | $38,509-42.4% | $90,645-75.5% | $73,367-69.8% |
| Participation rate | 55.7% | 45.9%+9.8pp | 74.0%-18.3pp | 69.5%-13.8pp |
| Annual return | 0.00% | 2.07%-2.1pp | 1.88%-1.9pp | 173.45%-173.5pp |
| Employer contribution / active EE | $528 | $754-29.9% | $2,532-79.1% | $2,499-78.9% |
| Participant deferral / active EE | $1,190 | $1,495-20.4% | $3,425-65.3% | $4,033-70.5% |
| Admin fee / account holder | $35 | $48-28.0% | $4,994-99.3% | $68-49.2% |