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 INC4 years Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $62,502 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $60,918 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,981 | $50,982+215.8% | $154,803+4.0% | $85,563+88.1% |
| Participation rate | 100.0% | 59.8%+40.2pp | 78.1%+21.9pp | 66.0%+34.0pp |
| Annual return | 9.46% | 30.35%-20.9pp | 58.88%-49.4pp | 31.51%-22.1pp |
| Employer contribution / active EE | $6,724 | $1,708+293.6% | $4,305+56.2% | $2,654+153.4% |
| Participant deferral / active EE | $6,595 | $2,474+166.5% | $5,540+19.0% | $4,375+50.7% |
| Admin fee / account holder | $241 | $846-71.5% | $14,329-98.3% | $834-71.1% |