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 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $69,133 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,995 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,562 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,902 | $33,780-23.3% | $74,550-65.3% | $75,289-65.6% |
| Participation rate | 91.2% | 62.7%+28.6pp | 69.1%+22.1pp | 72.4%+18.8pp |
| Annual return | -5.10% | -1.24%-3.9pp | 32.53%-37.6pp | -0.04%-5.1pp |
| Employer contribution / active EE | $692 | $845-18.1% | $1,961-64.7% | $2,405-71.2% |
| Participant deferral / active EE | $3,642 | $1,890+92.7% | $3,108+17.2% | $3,739-2.6% |
| Admin fee / account holder | $60 | $86-30.1% | $5,060-98.8% | $102-41.0% |