See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC3 years Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $16,702 |
REILLY, PENNER & BENTON LLP3 years Service code 10 1233 N MAYFAIR RD STE 302 · MILWAUKEE, WI 532263255 | Accounting | $3,675 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,461 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,101 | $79,944-28.6% | $98,439-42.0% | $75,163-24.0% |
| Participation rate | 93.9% | 70.4%+23.5pp | 75.2%+18.7pp | 67.2%+26.7pp |
| Annual return | 13.51% | 19.75%-6.2pp | 21.16%-7.6pp | 160.62%-147.1pp |
| Employer contribution / active EE | $2,233 | $2,264-1.3% | $3,048-26.7% | $2,670-16.3% |
| Participant deferral / active EE | $5,460 | $3,752+45.5% | $4,738+15.3% | $4,125+32.4% |
| Admin fee / account holder | $55 | $6,840-99.2% | $8,948-99.4% | $5,651-99.0% |