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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $61,111 |
UBS FINANCIAL SERVICES INC8 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $30,000 |
Service code 13 · EIN 27-0293282 | Contract Administrator | $18,624 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,269 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,264 | $108,549+33.8% | $156,263-7.0% | $85,563+69.8% |
| Participation rate | 96.3% | 77.1%+19.2pp | 78.9%+17.4pp | 66.0%+30.3pp |
| Annual return | 15.91% | 21.79%-5.9pp | 59.47%-43.6pp | 31.51%-15.6pp |
| Employer contribution / active EE | $4,301 | $2,690+59.9% | $4,333-0.7% | $2,654+62.1% |
| Participant deferral / active EE | $9,801 | $4,800+104.2% | $6,158+59.1% | $4,375+124.0% |
| Admin fee / account holder | $288 | $650-55.7% | $14,255-98.0% | $834-65.5% |