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 INC10+ years Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $36,250 |
DENMAN & COMPANY4 years Filed as: DENMAN & COMPANY LLP Service code 99 1601 22ND ST STE 400 · WEST DES MOINES, IA 50266 | Other Fees | $20,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $38,205 | $54,193-29.5% | $93,606-59.2% | $77,643-50.8% |
| Participation rate | 84.7% | 63.9%+20.8pp | 68.7%+16.0pp | 70.6%+14.1pp |
| Annual return | 16.30% | 30.54%-14.2pp | 133.20%-116.9pp | 31.24%-14.9pp |
| Employer contribution / active EE | $1,242 | $1,168+6.3% | $2,420-48.7% | $2,726-54.4% |
| Participant deferral / active EE | $2,891 | $3,144-8.0% | $4,411-34.5% | $4,647-37.8% |
| Admin fee / account holder | $128 | $576-77.8% | $8,285-98.5% | $430-70.3% |