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 INC3 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 315 DEADRICK ST 5TH FLOOR · NASHVILLE, TN 37238 | Advisory (Plan) | $55,089 |
Filed as: ERISA SERVICES OF GEORGIA LLC Service code 13 PO BOX 24628 · KNOXVILLE, TN 37933 | Contract Administrator | $34,802 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD BLVD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,225 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD BLVD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $17,329 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder servicing fees; Securitie... | $140 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,986 | $129,021+15.5% | $184,203-19.1% | $77,643+91.9% |
| Participation rate | 99.7% | 87.3%+12.4pp | 86.8%+12.9pp | 70.6%+29.1pp |
| Annual return | 14.28% | 33.27%-19.0pp | 28.81%-14.5pp | 31.24%-17.0pp |
| Employer contribution / active EE | $6,708 | $4,413+52.0% | $6,427+4.4% | $2,726+146.1% |
| Participant deferral / active EE | $9,468 | $7,297+29.7% | $9,131+3.7% | $4,647+103.7% |
| Admin fee / account holder | $254 | $254+0.1% | $13,901-98.2% | $430-41.0% |