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 INC4 years Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $29,138 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,617 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $13,296 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,965 | $88,083+1.0% | $164,813-46.0% | $74,495+19.4% |
| Participation rate | 71.6% | 73.0%-1.4pp | 78.6%-7.0pp | 67.2%+4.4pp |
| Annual return | 20.78% | 17.26%+3.5pp | 69.93%-49.1pp | 1364.94%-1344.2pp |
| Employer contribution / active EE | $1,479 | $2,593-43.0% | $4,341-65.9% | $2,623-43.6% |
| Participant deferral / active EE | $7,387 | $4,498+64.2% | $6,031+22.5% | $4,346+70.0% |
| Admin fee / account holder | $598 | $2,234-73.2% | $12,690-95.3% | $1,942-69.2% |