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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $37,418 |
Filed as: UBS FINANCIAL SVCS INS AGCY INC Service code 55 1000 HARBOR BLVD 8TH FL · WEEHAWKEN, NJ 07087 | Other Commissions | $24,172 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $809 |
Filed as: AMERICAN UNITED LIFE INSURANCE Service code 37 · EIN 35-0145825 | Loan Processing | $340 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,925 | $59,263+1.1% | $96,562-37.9% | $79,386-24.5% |
| Participation rate | 87.0% | 61.9%+25.1pp | 69.8%+17.2pp | 70.7%+16.3pp |
| Annual return | 10.88% | 27.07%-16.2pp | 37.78%-26.9pp | 116.85%-106.0pp |
| Employer contribution / active EE | $514 | $1,216-57.7% | $2,356-78.2% | $2,427-78.8% |
| Participant deferral / active EE | $4,344 | $2,948+47.4% | $3,849+12.9% | $4,046+7.4% |
| Admin fee / account holder | $180 | $658-72.6% | $6,181-97.1% | $626-71.2% |