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 |
|---|---|---|
Filed as: UBS FINANCIAL SECURITIES Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $22,110 |
RETIREWELL ADMINISTRATORS7 years Filed as: RETIREWELL ADMINISTRATORS LLC Service code 15 · EIN 81-3429076 1002 LINCOLN DR W, STE H · MARLTON, NJ 08053 | Recordkeeping | $13,943 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,058 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,172 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,308 | $76,050-52.3% | $96,544-62.4% | $71,457-49.2% |
| Participation rate | 99.5% | 74.4%+25.1pp | 76.0%+23.5pp | 67.9%+31.6pp |
| Annual return | 16.45% | 22.81%-6.4pp | 25.84%-9.4pp | 28.85%-12.4pp |
| Employer contribution / active EE | $2,307 | $2,244+2.8% | $2,965-22.2% | $2,588-10.8% |
| Participant deferral / active EE | $4,384 | $4,215+4.0% | $4,851-9.6% | $4,289+2.2% |
| Admin fee / account holder | $179 | $2,707-93.4% | $8,252-97.8% | $1,587-88.7% |