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 INC4 years Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $68,393 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,249 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,927 |
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 | $36,314 | $65,061-44.2% | $143,757-74.7% | $66,914-45.7% |
| Participation rate | 98.5% | 65.2%+33.3pp | 80.3%+18.2pp | 69.8%+28.7pp |
| Annual return | -14.29% | -11.14%-3.1pp | -0.04%-14.2pp | 1.58%-15.9pp |
| Employer contribution / active EE | $6,902 | $2,361+192.4% | $4,951+39.4% | $2,544+171.3% |
| Participant deferral / active EE | $5,976 | $2,919+104.7% | $5,637+6.0% | $4,237+41.0% |
| Admin fee / account holder | $124 | $502-75.3% | $14,673-99.2% | $593-79.1% |