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 INC10+ years Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $58,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $32,960 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,989 | $56,102-2.0% | $101,794-46.0% | $102,872-46.5% |
| Participation rate | 95.3% | 70.4%+24.9pp | 69.2%+26.1pp | 73.0%+22.2pp |
| Annual return | 15.58% | 14.06%+1.5pp | 30.53%-14.9pp | 19.06%-3.5pp |
| Employer contribution / active EE | $1,078 | $1,380-21.9% | $2,289-52.9% | $3,526-69.4% |
| Participant deferral / active EE | $5,428 | $2,801+93.7% | $4,084+32.9% | $5,535-1.9% |
| Admin fee / account holder | $41 | $262-84.5% | $8,777-99.5% | $292-86.1% |