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 INC9 years Filed as: UBS FINANCIAL SVCS INS AGCY INC Service code 55 1000 HARBOR BLVD 8TH FL · WEEHAWKEN, NJ 07087 | Other Commissions | $20,222 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,423 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,458 |
Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $727 |
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 | $68,627 | $66,444+3.3% | $120,225-42.9% | $79,634-13.8% |
| Participation rate | 39.9% | 42.8%-2.8pp | 69.6%-29.7pp | 62.5%-22.6pp |
| Annual return | 17.71% | 53.37%-35.7pp | 439.23%-421.5pp | 36.46%-18.8pp |
| Employer contribution / active EE | $631 | $1,860-66.1% | $3,475-81.8% | $2,529-75.0% |
| Participant deferral / active EE | $1,692 | $2,798-39.5% | $3,999-57.7% | $3,835-55.9% |
| Admin fee / account holder | $63 | $1,295-95.1% | $5,696-98.9% | $1,002-93.7% |