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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $138,545 |
UBS FINANCIAL SERVICES INC10+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $131,689 |
Service code 27 · EIN 36-3429599 | Advisory (Plan) | $17,735 |
Service code 16 · EIN 34-1820650 | Consulting | $350 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $233,747 | $62,624+273.3% | $177,989+31.3% | $77,643+201.1% |
| Participation rate | 97.4% | 66.8%+30.6pp | 77.1%+20.3pp | 70.6%+26.8pp |
| Annual return | 14.75% | 16.16%-1.4pp | 294.48%-279.7pp | 31.24%-16.5pp |
| Employer contribution / active EE | $5,890 | $1,909+208.5% | $3,949+49.2% | $2,726+116.1% |
| Participant deferral / active EE | $12,292 | $4,219+191.3% | $6,276+95.8% | $4,647+164.5% |
| Admin fee / account holder | $298 | $386-22.7% | $10,363-97.1% | $430-30.7% |