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 INC5 years Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $43,485 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $40,491 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,190 | $88,890-37.9% | $102,423-46.1% | $77,643-28.9% |
| Participation rate | 84.9% | 80.9%+4.0pp | 76.5%+8.4pp | 70.6%+14.3pp |
| Annual return | 12.11% | 24.98%-12.9pp | 29.32%-17.2pp | 31.24%-19.1pp |
| Employer contribution / active EE | $1,308 | $2,698-51.5% | $3,023-56.7% | $2,726-52.0% |
| Participant deferral / active EE | $3,459 | $5,145-32.8% | $5,053-31.6% | $4,647-25.6% |
| Admin fee / account holder | $242 | $235+2.8% | $9,451-97.4% | $430-43.8% |