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 10-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 INC3 years Filed as: UBS FINANCIAL SVCS INS AGCY INC Service code 55 1000 HARBOR BLVD 8TH FL · WEEHAWKEN, NJ 07087 | Other Commissions | $30,961 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $19,772 |
Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $16,227 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,564 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,837 | $84,487-37.5% | $125,339-57.8% | $66,914-21.0% |
| Participation rate | 97.8% | 76.4%+21.3pp | 82.4%+15.4pp | 69.8%+27.9pp |
| Annual return | -13.80% | -8.39%-5.4pp | 572.05%-585.9pp | 1.58%-15.4pp |
| Employer contribution / active EE | $3,293 | $3,553-7.3% | $4,814-31.6% | $2,544+29.4% |
| Participant deferral / active EE | $10,028 | $6,781+47.9% | $7,446+34.7% | $4,237+136.7% |
| Admin fee / account holder | $276 | $685-59.7% | $10,010-97.2% | $593-53.5% |