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 INC2 years Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $177,136 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $77,581 |
Filed as: HENJES, CONNER & WILLIAMS PC Service code 10 801 STEVENS PT DR · DAKOTA DUNES, SD 57049 | Accounting | $31,760 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,724 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,152 | $73,034-50.5% | $77,163-53.1% | $80,160-54.9% |
| Participation rate | 97.8% | 78.1%+19.7pp | 69.6%+28.2pp | 72.9%+24.8pp |
| Annual return | 17.14% | 18.56%-1.4pp | 37.87%-20.7pp | 40.38%-23.2pp |
| Employer contribution / active EE | $2,051 | $2,779-26.2% | $2,535-19.1% | $2,978-31.1% |
| Participant deferral / active EE | $3,389 | $4,140-18.1% | $3,833-11.6% | $5,017-32.5% |
| Admin fee / account holder | $94 | $104-8.9% | $5,472-98.3% | $145-34.8% |