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 INC5+ years Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $20,712 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,445 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,068 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,232 | $61,272-57.2% | $149,673-82.5% | $71,457-63.3% |
| Participation rate | 93.8% | 62.5%+31.2pp | 78.8%+15.0pp | 67.9%+25.8pp |
| Annual return | 14.84% | 35.85%-21.0pp | 134.42%-119.6pp | 28.85%-14.0pp |
| Employer contribution / active EE | $1,765 | $2,378-25.8% | $4,818-63.4% | $2,588-31.8% |
| Participant deferral / active EE | $2,841 | $2,917-2.6% | $5,680-50.0% | $4,289-33.8% |
| Admin fee / account holder | $107 | $1,261-91.5% | $13,210-99.2% | $1,587-93.2% |