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 INC7 years Service code 27 315 DEADERICK ST · NASHVILLE, TN 37238 | Advisory (Plan) | $50,173 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $767 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,104 | $65,435+42.3% | $86,677+7.4% | $66,914+39.1% |
| Participation rate | 89.7% | 75.5%+14.2pp | 76.6%+13.1pp | 69.8%+19.9pp |
| Annual return | -12.27% | -10.89%-1.4pp | 35.91%-48.2pp | 1.58%-13.9pp |
| Employer contribution / active EE | $1,759 | $2,153-18.3% | $2,836-38.0% | $2,544-30.9% |
| Participant deferral / active EE | $4,901 | $4,100+19.5% | $4,656+5.3% | $4,237+15.7% |
| Admin fee / account holder | $6 | $642-99.1% | $7,493-99.9% | $593-99.0% |