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 INC2 years Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $39,995 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $25,480 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $465,379 | $91,407+409.1% | $135,903+242.4% | $71,457+551.3% |
| Participation rate | 95.3% | 75.7%+19.6pp | 81.9%+13.4pp | 67.9%+27.4pp |
| Annual return | 133.44% | 29.90%+103.5pp | 68.23%+65.2pp | 28.85%+104.6pp |
| Employer contribution / active EE | $378 | $3,703-89.8% | $4,856-92.2% | $2,588-85.4% |
| Participant deferral / active EE | $14,616 | $7,092+106.1% | $7,758+88.4% | $4,289+240.8% |
| Admin fee / account holder | $217 | $1,266-82.9% | $10,762-98.0% | $1,587-86.3% |