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 INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $84,304 |
Filed as: NATIONAL PROFESSIONAL PLANNING GR Service code 13 494 SYCAMORE AVE, SUITE 100 · SHREWSBURY, NJ 07702 | Contract Administrator | $33,420 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 315 DEADBRICK STREET, 5TH FLOOR · NASHVILLE TN, TN 37238 | Advisory (Plan) | $31,659 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $17,901 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,505 | $50,820-45.9% | $155,567-82.3% | $77,671-64.6% |
| Participation rate | 61.7% | 63.1%-1.4pp | 78.2%-16.5pp | 70.6%-8.9pp |
| Annual return | 12.99% | 34.85%-21.9pp | 64.74%-51.7pp | 31.21%-18.2pp |
| Employer contribution / active EE | $528 | $1,993-73.5% | $4,674-88.7% | $2,726-80.6% |
| Participant deferral / active EE | $3,569 | $2,823+26.4% | $5,628-36.6% | $4,648-23.2% |
| Admin fee / account holder | $237 | $436-45.6% | $15,916-98.5% | $430-44.9% |