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) | $91,525 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,894 |
Filed as: EVERGREEN SHIPPING AGENCY (AMERICA) Service code 99 ONE EVERTRUST PLAZA 15F HRD · JERSEY CITY, NJ 07302 | Other Fees | $6,900 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $130,985 | $41,467+215.9% | $67,313+94.6% | $55,725+135.1% |
| Participation rate | 90.1% | 62.5%+27.6pp | 69.1%+21.0pp | 70.9%+19.3pp |
| Annual return | -6.08% | 0.82%-6.9pp | -4.08%-2.0pp | 244.93%-251.0pp |
| Employer contribution / active EE | $8,092 | $1,316+514.7% | $2,566+215.4% | $2,078+289.4% |
| Participant deferral / active EE | $0 | $2,399-100.0% | $3,568-100.0% | $3,356-100.0% |
| Admin fee / account holder | $217 | $102+112.6% | $4,507-95.2% | $115+88.4% |