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 INC7 years Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $28,749 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,825 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,563 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,528 | $36,806-46.9% | $69,647-72.0% | $77,643-74.8% |
| Participation rate | 99.6% | 64.4%+35.3pp | 66.5%+33.2pp | 70.6%+29.1pp |
| Annual return | 15.46% | 38.81%-23.3pp | 100.48%-85.0pp | 31.24%-15.8pp |
| Employer contribution / active EE | $1,258 | $1,257+0.1% | $1,712-26.6% | $2,726-53.9% |
| Participant deferral / active EE | $3,804 | $2,738+38.9% | $2,886+31.8% | $4,647-18.1% |
| Admin fee / account holder | $146 | $507-71.2% | $4,713-96.9% | $430-66.0% |