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 | $65,241+5.2% | $126,539-45.8% | $85,563-19.8% |
| Participation rate | 39.9% | 48.6%-8.7pp | 69.8%-29.9pp | 66.0%-26.0pp |
| Annual return | 17.71% | 42.19%-24.5pp | 425.95%-408.2pp | 31.51%-13.8pp |
| Employer contribution / active EE | $631 | $1,937-67.4% | $3,674-82.8% | $2,654-76.2% |
| Participant deferral / active EE | $1,692 | $3,032-44.2% | $4,083-58.6% | $4,375-61.3% |
| Admin fee / account holder | $63 | $1,031-93.9% | $6,065-99.0% | $834-92.5% |