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 INC5+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 16 4600 S ULSTER ST STE 700 · DENVER, CO 802372894 | Consulting | $6,581 |
SECURITIES AMERICA INC4 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 | $41,183 | $99,957-58.8% | $149,696-72.5% | $73,488-44.0% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | 2.31% | 53.87%-51.6pp | 276.60%-274.3pp | 28.51%-26.2pp |
| Employer contribution / active EE | $4,073 | $3,191+27.6% | $4,644-12.3% | $2,270+79.4% |
| Participant deferral / active EE | $0 | $6,073-100.0% | $6,842-100.0% | $3,740-100.0% |
| Admin fee / account holder | $32 | $551-94.1% | $9,309-99.7% | $513-93.7% |