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 INC7 years Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $80,839 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $18,994 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $43,361 | $50,982-14.9% | $154,803-72.0% | $85,563-49.3% |
| Participation rate | 89.9% | 59.8%+30.2pp | 78.1%+11.9pp | 66.0%+24.0pp |
| Annual return | 9.65% | 30.35%-20.7pp | 58.88%-49.2pp | 31.51%-21.9pp |
| Employer contribution / active EE | $1,954 | $1,708+14.4% | $4,305-54.6% | $2,654-26.4% |
| Participant deferral / active EE | $3,028 | $2,474+22.4% | $5,540-45.3% | $4,375-30.8% |
| Admin fee / account holder | $73 | $846-91.4% | $14,329-99.5% | $834-91.3% |