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 Filed as: UBS FINANCIAL SERVICES INC. Service code 16 4600 S ULSTER ST STE 700 · DENVER, CO 802372894 | Consulting | $12,948 |
SECURITIES AMERICA INC2 years Filed as: SECURITIES AMERICA, INC. Service code 16 12325 PORT GRACE BLVD · LAVISTA, NE 68128 | Consulting | $2,282 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,244 | $73,102-39.5% | $123,544-64.2% | $56,287-21.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 82.3%+17.7pp | 69.9%+30.1pp |
| Annual return | -2.92% | 3.01%-5.9pp | 119.20%-122.1pp | -9.96%+7.0pp |
| Employer contribution / active EE | $3,667 | $2,977+23.2% | $4,628-20.8% | $2,111+73.7% |
| Participant deferral / active EE | $0 | $5,423-100.0% | $6,426-100.0% | $3,350-100.0% |
| Admin fee / account holder | $78 | $554-85.9% | $9,284-99.2% | $521-85.0% |