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 INC2 years Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $21,630 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,280 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,126 | $53,165+127.8% | $86,188+40.5% | $74,419+62.8% |
| Participation rate | 58.2% | 64.9%-6.7pp | 69.0%-10.8pp | 70.7%-12.5pp |
| Annual return | 17.10% | 22.64%-5.5pp | 1168.45%-1151.3pp | 34.38%-17.3pp |
| Employer contribution / active EE | $1,435 | $1,210+18.6% | $2,380-39.7% | $2,637-45.6% |
| Participant deferral / active EE | $5,964 | $3,234+84.4% | $3,985+49.6% | $4,528+31.7% |
| Admin fee / account holder | $70 | $551-87.3% | $6,852-99.0% | $348-79.8% |