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 27 315 DEADERICK ST · NASHVILLE, TN 37238 | Advisory (Plan) | $44,519 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $750 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,795 | $76,050+23.3% | $96,544-2.8% | $71,457+31.3% |
| Participation rate | 92.1% | 74.4%+17.7pp | 76.0%+16.1pp | 67.9%+24.2pp |
| Annual return | 13.38% | 22.81%-9.4pp | 25.84%-12.5pp | 28.85%-15.5pp |
| Employer contribution / active EE | $1,864 | $2,244-16.9% | $2,965-37.1% | $2,588-27.9% |
| Participant deferral / active EE | $4,934 | $4,215+17.0% | $4,851+1.7% | $4,289+15.0% |
| Admin fee / account holder | $5 | $2,707-99.8% | $8,252-99.9% | $1,587-99.7% |