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 INC8+ years Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $13,534 |
DENMAN & COMPANY2 years Filed as: DENMAN & COMPANY LLP Service code 99 1601 22ND ST STE 400 · WEST DES MOINES, IA 50266 | Other Fees | $9,400 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,365 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,843 | $42,353-39.0% | $79,550-67.5% | $64,808-60.1% |
| Participation rate | 87.5% | 64.8%+22.8pp | 69.5%+18.1pp | 71.5%+16.1pp |
| Annual return | -11.51% | -12.24%+0.7pp | 0.16%-11.7pp | 32.82%-44.3pp |
| Employer contribution / active EE | $1,107 | $1,181-6.2% | $2,413-54.1% | $2,506-55.8% |
| Participant deferral / active EE | $2,779 | $3,170-12.3% | $3,985-30.3% | $4,310-35.5% |
| Admin fee / account holder | $53 | $160-66.5% | $6,832-99.2% | $188-71.6% |