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 INC8+ years Service code 99 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Other Fees | $32,109 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $7,688 |
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 | $117,016 | $69,010+69.6% | $159,960-26.8% | $68,494+70.8% |
| Participation rate | 97.1% | 65.4%+31.7pp | 78.0%+19.1pp | 67.9%+29.2pp |
| Annual return | -13.71% | -9.65%-4.1pp | 408.60%-422.3pp | -7.84%-5.9pp |
| Employer contribution / active EE | $3,431 | $2,213+55.0% | $4,226-18.8% | $2,596+32.2% |
| Participant deferral / active EE | $11,582 | $4,212+175.0% | $6,182+87.3% | $4,027+187.6% |
| Admin fee / account holder | $386 | $4,798-92.0% | $8,698-95.6% | $5,403-92.9% |