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 INC4 years Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $37,143 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $35,036 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,891 | $99,078-46.6% | $96,544-45.2% | $74,419-28.9% |
| Participation rate | 89.3% | 80.7%+8.7pp | 76.0%+13.4pp | 70.7%+18.6pp |
| Annual return | 14.85% | 22.48%-7.6pp | 25.84%-11.0pp | 34.38%-19.5pp |
| Employer contribution / active EE | $1,337 | $2,570-48.0% | $2,965-54.9% | $2,637-49.3% |
| Participant deferral / active EE | $3,523 | $4,933-28.6% | $4,851-27.4% | $4,528-22.2% |
| Admin fee / account holder | $228 | $225+1.7% | $8,252-97.2% | $348-34.3% |