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 INC5 years Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $71,361 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,289 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,508 |
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 | $46,768 | $61,272-23.7% | $149,673-68.8% | $71,457-34.6% |
| Participation rate | 92.9% | 62.5%+30.4pp | 78.8%+14.2pp | 67.9%+25.0pp |
| Annual return | 15.37% | 35.85%-20.5pp | 134.42%-119.0pp | 28.85%-13.5pp |
| Employer contribution / active EE | $2,866 | $2,378+20.5% | $4,818-40.5% | $2,588+10.7% |
| Participant deferral / active EE | $5,104 | $2,917+75.0% | $5,680-10.1% | $4,289+19.0% |
| Admin fee / account holder | $152 | $1,261-87.9% | $13,210-98.8% | $1,587-90.4% |