See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC5+ years Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $16,335 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,975 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,316 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,411 | $63,442-52.1% | $68,791-55.8% | $66,914-54.6% |
| Participation rate | 96.2% | 60.0%+36.2pp | 69.0%+27.1pp | 69.8%+26.4pp |
| Annual return | -15.28% | -8.29%-7.0pp | -6.38%-8.9pp | 1.58%-16.9pp |
| Employer contribution / active EE | $2,512 | $1,775+41.5% | $2,655-5.4% | $2,544-1.3% |
| Participant deferral / active EE | $4,374 | $2,945+48.6% | $3,941+11.0% | $4,237+3.2% |
| Admin fee / account holder | $222 | $577-61.6% | $4,932-95.5% | $593-62.6% |