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 INC5 years Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $25,013 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,553 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,364 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,496 | $65,435+1.6% | $86,677-23.3% | $66,914-0.6% |
| Participation rate | 81.5% | 75.5%+6.0pp | 76.6%+4.9pp | 69.8%+11.7pp |
| Annual return | -14.03% | -10.89%-3.1pp | 35.91%-49.9pp | 1.58%-15.6pp |
| Employer contribution / active EE | $653 | $2,153-69.7% | $2,836-77.0% | $2,544-74.3% |
| Participant deferral / active EE | $3,300 | $4,100-19.5% | $4,656-29.1% | $4,237-22.1% |
| Admin fee / account holder | $420 | $642-34.5% | $7,493-94.4% | $593-29.2% |