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 8-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 INC2 years Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $16,983 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,528 |
REILLY, PENNER & BENTON LLP2 years Service code 10 1233 N MAYFAIR RD STE 302 · MILWAUKEE, WI 532263255 | Accounting | $7,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,444 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,797 | $72,607-25.9% | $90,749-40.7% | $66,914-19.6% |
| Participation rate | 93.3% | 73.7%+19.6pp | 75.7%+17.6pp | 69.8%+23.5pp |
| Annual return | -14.38% | -12.28%-2.1pp | -12.16%-2.2pp | 1.58%-16.0pp |
| Employer contribution / active EE | $2,023 | $2,369-14.6% | $2,921-30.7% | $2,544-20.5% |
| Participant deferral / active EE | $5,071 | $3,977+27.5% | $4,564+11.1% | $4,237+19.7% |
| Admin fee / account holder | $203 | $707-71.2% | $8,445-97.6% | $593-65.7% |