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 6-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 INC3 years Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $117,145 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $96,320 |
JONES WALKER LLP4 years Service code 29 201 ST CHARLES · NEW ORLEANS, LA 70170 | Legal | $56,573 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $34,266 |
PENSION ASSURANCE LLP1 year Service code 10 20335 VENTURA BLVD STE 305 · WOODLAND HILLS, CA 91364 | Accounting | $22,000 |
Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $9,962 |
EISNERAMPER LLP1 year Filed as: EISNER AMPER LLP Service code 13 PO BOX 360635 · PITTSBURGH, PA 15251 | Contract Administrator | $7,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,769 | $81,302+99.0% | $76,002+112.8% | $199,768-19.0% |
| Participation rate | 100.0% | 70.1%+29.9pp | 69.1%+30.9pp | 72.0%+28.0pp |
| Annual return | 14.00% | 16.31%-2.3pp | 360.07%-346.1pp | 34.26%-20.3pp |
| Employer contribution / active EE | $3,831 | $3,352+14.3% | $2,688+42.5% | $3,037+26.1% |
| Participant deferral / active EE | $9,211 | $4,721+95.1% | $4,257+116.4% | $5,090+81.0% |
| Admin fee / account holder | $130 | $145-10.2% | $6,414-98.0% | $269-51.6% |