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 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $28,343 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,960 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $119,652 | $67,984+76.0% | $65,493+82.7% | $74,304+61.0% |
| Participation rate | 58.6% | 66.3%-7.8pp | 73.1%-14.5pp | 60.3%-1.8pp |
| Annual return | 12.76% | 19.87%-7.1pp | 982.45%-969.7pp | 29.43%-16.7pp |
| Employer contribution / active EE | $699 | $2,491-71.9% | $2,574-72.8% | $2,241-68.8% |
| Participant deferral / active EE | $2,675 | $3,346-20.0% | $3,961-32.5% | $3,767-29.0% |
| Admin fee / account holder | $331 | $1,373-75.9% | $5,028-93.4% | $2,969-88.9% |