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 |
|---|---|---|
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $26,130 |
UBS FINANCIAL SERVICES INC2 years Service code 27 315 DEADERICK ST · NASHVILLE, TN 37238 | Advisory (Plan) | $23,049 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $84,984 | $72,277+17.6% | $101,248-16.1% | $79,858+6.4% |
| Participation rate | 98.8% | 68.5%+30.3pp | 75.8%+23.0pp | 69.6%+29.1pp |
| Annual return | 10.52% | 22.30%-11.8pp | 46.47%-36.0pp | 31.71%-21.2pp |
| Employer contribution / active EE | $3,246 | $2,692+20.6% | $3,660-11.3% | $2,471+31.4% |
| Participant deferral / active EE | $6,414 | $3,282+95.4% | $4,370+46.8% | $3,740+71.5% |
| Admin fee / account holder | $304 | $4,400-93.1% | $5,945-94.9% | $5,306-94.3% |