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 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $47,190 |
Filed as: EMPOWER ADVISORY INSURANCE CO Service code 15 · EIN 84-0467907 | Recordkeeping | $900 |
RELIANCE TRUST COMPANY8+ years Service code 19 · EIN 58-1428364 | Securities Custodian | $270 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,386 | $56,503-35.6% | $70,092-48.1% | $64,808-43.9% |
| Participation rate | 94.7% | 70.5%+24.3pp | 70.5%+24.3pp | 71.5%+23.3pp |
| Annual return | -14.46% | -13.44%-1.0pp | 190.73%-205.2pp | 32.82%-47.3pp |
| Employer contribution / active EE | $880 | $2,046-57.0% | $2,559-65.6% | $2,506-64.9% |
| Participant deferral / active EE | $2,502 | $3,389-26.2% | $3,849-35.0% | $4,310-42.0% |
| Admin fee / account holder | $43 | $160-73.4% | $6,267-99.3% | $188-77.3% |