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 INC3 years Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $6,925 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,288 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $14 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,901 | $73,867-92.0% | $143,757-95.9% | $68,494-91.4% |
| Participation rate | 95.1% | 66.7%+28.4pp | 80.3%+14.8pp | 67.9%+27.2pp |
| Annual return | -13.17% | 1.01%-14.2pp | -0.04%-13.1pp | -7.84%-5.3pp |
| Employer contribution / active EE | $180 | $3,184-94.3% | $4,951-96.4% | $2,596-93.1% |
| Participant deferral / active EE | $1,203 | $3,384-64.5% | $5,637-78.7% | $4,027-70.1% |
| Admin fee / account holder | $150 | $5,755-97.4% | $14,673-99.0% | $5,403-97.2% |