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 INC2 years Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $25,807 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,488 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,595 | $69,763+65.7% | $67,502+71.2% | $74,495+55.2% |
| Participation rate | 58.1% | 71.4%-13.3pp | 72.9%-14.8pp | 67.2%-9.1pp |
| Annual return | 16.72% | -40.34%+57.1pp | 3512.12%-3495.4pp | 1364.94%-1348.2pp |
| Employer contribution / active EE | $651 | $2,704-75.9% | $2,731-76.2% | $2,623-75.2% |
| Participant deferral / active EE | $2,559 | $3,636-29.6% | $4,000-36.0% | $4,346-41.1% |
| Admin fee / account holder | $274 | $896-69.4% | $3,998-93.2% | $1,942-85.9% |