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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $82,813 |
UBS FINANCIAL SERVICES INC11+ years Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $34,868 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,691 | $119,446-56.7% | $150,045-65.5% | $85,563-39.6% |
| Participation rate | 96.8% | 75.4%+21.3pp | 82.3%+14.4pp | 66.0%+30.8pp |
| Annual return | 16.34% | 23.72%-7.4pp | 62.55%-46.2pp | 31.51%-15.2pp |
| Employer contribution / active EE | $1,135 | $4,078-72.2% | $4,693-75.8% | $2,654-57.2% |
| Participant deferral / active EE | $4,030 | $7,985-49.5% | $7,997-49.6% | $4,375-7.9% |
| Admin fee / account holder | $187 | $548-65.8% | $13,435-98.6% | $834-77.6% |