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 INC9+ years Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $78,364 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $78,316 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,566 | $99,078-40.9% | $96,544-39.3% | $74,419-21.3% |
| Participation rate | 98.6% | 80.7%+17.9pp | 76.0%+22.6pp | 70.7%+27.9pp |
| Annual return | 22.35% | 22.48%-0.1pp | 25.84%-3.5pp | 34.38%-12.0pp |
| Employer contribution / active EE | $493 | $2,570-80.8% | $2,965-83.4% | $2,637-81.3% |
| Participant deferral / active EE | $4,852 | $4,933-1.6% | $4,8510% | $4,528+7.2% |
| Admin fee / account holder | $178 | $225-20.7% | $8,252-97.8% | $348-48.8% |