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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.
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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC2 years Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $33,715 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,478 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,826 | $63,442-16.7% | $68,791-23.2% | $66,914-21.1% |
| Participation rate | 75.9% | 60.0%+16.0pp | 69.0%+6.9pp | 69.8%+6.1pp |
| Annual return | -19.41% | -8.29%-11.1pp | -6.38%-13.0pp | 1.58%-21.0pp |
| Employer contribution / active EE | $638 | $1,775-64.0% | $2,655-76.0% | $2,544-74.9% |
| Participant deferral / active EE | $5,527 | $2,945+87.7% | $3,941+40.2% | $4,237+30.4% |
| Admin fee / account holder | $275 | $577-52.4% | $4,932-94.4% | $593-53.7% |