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 |
|---|---|---|
UBS FINANCIAL SERVICES INC5 years Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $11,038 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,424 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $77 |
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 | $13,928 | $61,272-77.3% | $149,673-90.7% | $71,457-80.5% |
| Participation rate | 93.5% | 62.5%+31.0pp | 78.8%+14.7pp | 67.9%+25.6pp |
| Annual return | 8.89% | 35.85%-27.0pp | 134.42%-125.5pp | 28.85%-20.0pp |
| Employer contribution / active EE | $1,210 | $2,378-49.1% | $4,818-74.9% | $2,588-53.2% |
| Participant deferral / active EE | $1,189 | $2,917-59.2% | $5,680-79.1% | $4,289-72.3% |
| Admin fee / account holder | $51 | $1,261-96.0% | $13,210-99.6% | $1,587-96.8% |