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 7-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) | $27,155 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,359 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,664 | $49,915-34.6% | $154,803-78.9% | $74,304-56.0% |
| Participation rate | 86.4% | 54.0%+32.5pp | 78.1%+8.3pp | 60.3%+26.1pp |
| Annual return | 13.52% | 34.06%-20.5pp | 58.88%-45.4pp | 29.43%-15.9pp |
| Employer contribution / active EE | $2,305 | $1,611+43.0% | $4,305-46.5% | $2,241+2.8% |
| Participant deferral / active EE | $3,277 | $2,255+45.4% | $5,540-40.8% | $3,767-13.0% |
| Admin fee / account holder | $109 | $2,189-95.0% | $14,329-99.2% | $2,969-96.3% |