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 INC5 years Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $61,709 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,002 |
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 | $130,936 | $86,944+50.6% | $107,525+21.8% | $74,304+76.2% |
| Participation rate | 84.9% | 59.6%+25.3pp | 75.1%+9.8pp | 60.3%+24.5pp |
| Annual return | 19.35% | 23.52%-4.2pp | 181.32%-162.0pp | 29.43%-10.1pp |
| Employer contribution / active EE | $2,375 | $2,757-13.8% | $3,754-36.7% | $2,241+6.0% |
| Participant deferral / active EE | $12,513 | $3,554+252.1% | $5,116+144.6% | $3,767+232.2% |
| Admin fee / account holder | $440 | $3,727-88.2% | $8,919-95.1% | $2,969-85.2% |