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 INC8 years Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $24,432 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,548 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $121 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,656 | $86,929-3.8% | $102,423-18.3% | $80,856+3.5% |
| Participation rate | 90.0% | 72.4%+17.6pp | 76.5%+13.5pp | 67.6%+22.4pp |
| Annual return | 11.73% | 18.88%-7.2pp | 29.32%-17.6pp | 35.59%-23.9pp |
| Employer contribution / active EE | $1,098 | $2,369-53.6% | $3,023-63.7% | $2,755-60.1% |
| Participant deferral / active EE | $4,934 | $4,118+19.8% | $5,053-2.4% | $4,296+14.9% |
| Admin fee / account holder | $305 | $8,049-96.2% | $9,451-96.8% | $6,918-95.6% |