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 7-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 INC1+ years Service code 27 315 DEADERICK ST · NASHVILLE, TN 37238 | Advisory (Plan) | $10,573 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SVCS INS AGCY INC Service code 55 1000 HARBOR BLVD 8TH FL · WEEHAWKEN, NJ 07087 | Other Commissions | $3,379 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,699 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $687 |
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 | $19,368 | $52,953-63.4% | $172,739-88.8% | $65,185-70.3% |
| Participation rate | 98.0% | 66.2%+31.8pp | 82.6%+15.3pp | 70.2%+27.8pp |
| Annual return | 16.49% | 30.12%-13.6pp | 802.84%-786.4pp | 29.38%-12.9pp |
| Employer contribution / active EE | $1,677 | $2,190-23.4% | $5,143-67.4% | $2,177-23.0% |
| Participant deferral / active EE | $2,043 | $2,471-17.3% | $5,198-60.7% | $3,514-41.8% |
| Admin fee / account holder | $43 | $472-90.9% | $13,954-99.7% | $847-95.0% |