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 Filed as: UBS FINANCIAL SERVICES INC. Service code 16 4600 S ULSTER ST STE 700 · DENVER, CO 802372894 | Consulting | $11,626 |
SECURITIES AMERICA INC1 year Filed as: SECURITIES AMERICA, INC. Service code 16 12325 PORT GRACE BLVD · LAVISTA, NE 68128 | Consulting | $2,282 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,693 | $80,753-55.8% | $136,294-73.8% | $62,292-42.7% |
| Participation rate | 100.0% | 73.5%+26.5pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 6.42% | 35.83%-29.4pp | 5155.94%-5149.5pp | 28.90%-22.5pp |
| Employer contribution / active EE | $3,065 | $2,884+6.3% | $4,695-34.7% | $2,042+50.1% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $6,247-100.0% | $3,169-100.0% |
| Admin fee / account holder | $60 | $525-88.5% | $9,243-99.3% | $479-87.4% |