Filed September 27, 2024
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.
| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC1+ years Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $6,272 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,228 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $232 |
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,411 | $101,499-48.4% | $147,005-64.3% | $74,546-29.7% |
| Participation rate | 70.5% | 75.5%-5.0pp | 82.2%-11.6pp | 67.2%+3.3pp |
| Annual return | 0.00% | 8732.34%-8732.3pp | 418.76%-418.8pp | 1366.03%-1366.0pp |
| Employer contribution / active EE | $1,467 | $3,811-61.5% | $4,934-70.3% | $2,624-44.1% |
| Participant deferral / active EE | $3,421 | $7,304-53.2% | $8,070-57.6% | $4,347-21.3% |
| Admin fee / account holder | $69 | $1,748-96.1% | $13,006-99.5% | $1,944-96.5% |