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 |
|---|---|---|
UMA FINANCIAL SERVICES INC10+ years Service code 27 310 E 4500 S STE 550 · SALT LAKE CITY, UT 84107 | Advisory (Plan) | $37,794 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $14,139 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $22,900 | $55,415-58.7% | $155,509-85.3% | $74,495-69.3% |
| Participation rate | 87.9% | 61.9%+26.0pp | 78.2%+9.7pp | 67.2%+20.7pp |
| Annual return | 7.48% | 268.50%-261.0pp | 64.67%-57.2pp | 1364.94%-1357.5pp |
| Employer contribution / active EE | $3,756 | $2,267+65.7% | $4,672-19.6% | $2,623+43.2% |
| Participant deferral / active EE | $1,619 | $2,836-42.9% | $5,626-71.2% | $4,346-62.7% |
| Admin fee / account holder | $116 | $1,738-93.3% | $15,912-99.3% | $1,942-94.0% |