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 INC9+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $112,802 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $103,507 |
Service code 27 · EIN 36-3429599 | Advisory (Plan) | $15,782 |
Service code 16 · EIN 34-1820650 | Consulting | $300 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,552 | $56,638+259.4% | $169,368+20.2% | $74,419+173.5% |
| Participation rate | 97.1% | 67.5%+29.6pp | 77.1%+20.0pp | 70.7%+26.4pp |
| Annual return | 18.25% | 24.75%-6.5pp | 405.60%-387.4pp | 34.38%-16.1pp |
| Employer contribution / active EE | $5,390 | $2,027+166.0% | $4,013+34.3% | $2,637+104.4% |
| Participant deferral / active EE | $11,213 | $4,223+165.5% | $6,221+80.2% | $4,528+147.6% |
| Admin fee / account holder | $227 | $307-25.8% | $9,003-97.5% | $348-34.6% |