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 INC6+ years Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $18,365 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,185 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,931 |
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 | $38,769 | $51,045-24.0% | $70,515-45.0% | $71,457-45.7% |
| Participation rate | 70.7% | 59.4%+11.3pp | 68.3%+2.4pp | 67.9%+2.8pp |
| Annual return | 16.44% | 42.63%-26.2pp | 32.77%-16.3pp | 28.85%-12.4pp |
| Employer contribution / active EE | $2,826 | $1,790+57.8% | $2,973-5.0% | $2,588+9.2% |
| Participant deferral / active EE | $4,603 | $3,026+52.1% | $4,567+0.8% | $4,289+7.3% |
| Admin fee / account holder | $247 | $1,994-87.6% | $6,412-96.2% | $1,587-84.5% |