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 10-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 INC7 years Service code 27 315 DEADERICK STREET · NASHVILLE, TN 37238 | Advisory (Plan) | $43,944 |
Filed as: CLARK SCHAEFER HACKETT & CO Service code 10 · EIN 31-0800053 10100 INNOVATION DRIVE · DAYTON, OH 45342 | Accounting | $10,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, OH 80111 | Investment Management | $4,863 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,032 | $61,272+195.5% | $149,673+21.0% | $71,457+153.3% |
| Participation rate | 77.8% | 62.5%+15.3pp | 78.8%-1.0pp | 67.9%+9.9pp |
| Annual return | 18.02% | 35.85%-17.8pp | 134.42%-116.4pp | 28.85%-10.8pp |
| Employer contribution / active EE | $15,382 | $2,378+546.7% | $4,818+219.3% | $2,588+494.4% |
| Participant deferral / active EE | $9,871 | $2,917+238.4% | $5,680+73.8% | $4,289+130.2% |
| Admin fee / account holder | $19 | $1,261-98.5% | $13,210-99.9% | $1,587-98.8% |