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) | $58,000 |
Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $400 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $43,893 | $44,626-1.6% | $86,188-49.1% | $80,160-45.2% |
| Participation rate | 94.3% | 63.5%+30.8pp | 69.0%+25.4pp | 72.9%+21.4pp |
| Annual return | 19.80% | 19.61%+0.2pp | 1168.45%-1148.6pp | 40.38%-20.6pp |
| Employer contribution / active EE | $1,072 | $1,099-2.4% | $2,380-54.9% | $2,978-64.0% |
| Participant deferral / active EE | $5,307 | $2,769+91.7% | $3,985+33.2% | $5,017+5.8% |
| Admin fee / account holder | $28 | $133-79.1% | $6,852-99.6% | $145-80.7% |