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 7-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 INC4+ years Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $19,919 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,574 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,752 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,145 | $65,061-72.1% | $143,757-87.4% | $66,914-72.9% |
| Participation rate | 99.3% | 65.2%+34.1pp | 80.3%+18.9pp | 69.8%+29.5pp |
| Annual return | -13.11% | -11.14%-2.0pp | -0.04%-13.1pp | 1.58%-14.7pp |
| Employer contribution / active EE | $2,193 | $2,361-7.1% | $4,951-55.7% | $2,544-13.8% |
| Participant deferral / active EE | $3,400 | $2,919+16.5% | $5,637-39.7% | $4,237-19.8% |
| Admin fee / account holder | $69 | $502-86.3% | $14,673-99.5% | $593-88.4% |