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 INC3 years Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $35,678 |
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $35,474 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,967 |
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 | $30,072 | $46,292-35.0% | $143,757-79.1% | $64,808-53.6% |
| Participation rate | 96.9% | 64.2%+32.7pp | 80.3%+16.6pp | 71.5%+25.4pp |
| Annual return | -15.39% | -10.05%-5.3pp | -0.04%-15.3pp | 32.82%-48.2pp |
| Employer contribution / active EE | $2,038 | $1,910+6.7% | $4,951-58.8% | $2,506-18.7% |
| Participant deferral / active EE | $2,936 | $2,646+11.0% | $5,637-47.9% | $4,310-31.9% |
| Admin fee / account holder | $188 | $154+22.1% | $14,673-98.7% | $1880% |