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 INC7 years Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $12,967 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,200 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $798 |
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 | $14,640 | $49,915-70.7% | $154,803-90.5% | $74,304-80.3% |
| Participation rate | 88.3% | 54.0%+34.4pp | 78.1%+10.3pp | 60.3%+28.0pp |
| Annual return | 8.25% | 34.06%-25.8pp | 58.88%-50.6pp | 29.43%-21.2pp |
| Employer contribution / active EE | $914 | $1,611-43.2% | $4,305-78.8% | $2,241-59.2% |
| Participant deferral / active EE | $862 | $2,255-61.8% | $5,540-84.4% | $3,767-77.1% |
| Admin fee / account holder | $55 | $2,189-97.5% | $14,329-99.6% | $2,969-98.2% |