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 INC9+ years Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $58,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,833 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,280 | $48,698-2.9% | $93,606-49.5% | $199,593-76.3% |
| Participation rate | 92.8% | 63.5%+29.3pp | 68.7%+24.1pp | 72.0%+20.9pp |
| Annual return | 14.58% | 15.34%-0.8pp | 133.20%-118.6pp | 34.25%-19.7pp |
| Employer contribution / active EE | $1,088 | $1,135-4.1% | $2,420-55.0% | $3,034-64.1% |
| Participant deferral / active EE | $5,387 | $2,817+91.2% | $4,411+22.1% | $5,087+5.9% |
| Admin fee / account holder | $27 | $195-86.3% | $8,285-99.7% | $269-90.1% |