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 Filed as: UBS FINANCIAL SERVICES INC. Service code 16 4600 S ULSTER ST STE 700 · DENVER, CO 802372894 | Consulting | $9,634 |
SECURITIES AMERICA INC3 years Filed as: SECURITIES AMERICA, INC. Service code 16 12325 PORT GRACE BLVD · LAVISTA, NE 68128 | Consulting | $0 |
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 | $41,765 | $89,652-53.4% | $141,162-70.4% | $65,185-35.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.5%+17.5pp | 70.2%+29.8pp |
| Annual return | 7.35% | 32.79%-25.4pp | 71.39%-64.0pp | 29.38%-22.0pp |
| Employer contribution / active EE | $3,395 | $3,065+10.8% | $4,735-28.3% | $2,177+56.0% |
| Participant deferral / active EE | $0 | $5,691-100.0% | $6,709-100.0% | $3,514-100.0% |
| Admin fee / account holder | $51 | $569-91.0% | $10,261-99.5% | $847-94.0% |