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 10-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 INC8 years Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $61,227 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $29,497 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,558 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,573 | $79,013+88.0% | $100,391+48.0% | $74,495+99.4% |
| Participation rate | 80.0% | 79.5%+0.5pp | 81.5%-1.5pp | 67.2%+12.8pp |
| Annual return | 14.25% | 20.41%-6.2pp | 49.20%-35.0pp | 1364.94%-1350.7pp |
| Employer contribution / active EE | $2,777 | $3,021-8.1% | $3,942-29.5% | $2,623+5.9% |
| Participant deferral / active EE | $11,955 | $7,760+54.1% | $8,082+47.9% | $4,346+175.1% |
| Admin fee / account holder | $411 | $1,320-68.9% | $7,899-94.8% | $1,942-78.8% |