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 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $36,907 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $34,586 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,110 |
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 | $35,052 | $47,126-25.6% | $149,673-76.6% | $74,419-52.9% |
| Participation rate | 95.8% | 63.4%+32.5pp | 78.8%+17.1pp | 70.7%+25.1pp |
| Annual return | 15.20% | 22.75%-7.6pp | 134.42%-119.2pp | 34.38%-19.2pp |
| Employer contribution / active EE | $1,919 | $1,905+0.7% | $4,818-60.2% | $2,637-27.2% |
| Participant deferral / active EE | $2,678 | $2,728-1.8% | $5,680-52.8% | $4,528-40.9% |
| Admin fee / account holder | $196 | $343-42.8% | $13,210-98.5% | $348-43.7% |