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 | $42,007 |
UBS FINANCIAL SERVICES INC3 years Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $35,930 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,813 | $72,254-36.6% | $86,677-47.1% | $64,808-29.3% |
| Participation rate | 92.0% | 80.4%+11.5pp | 76.6%+15.4pp | 71.5%+20.5pp |
| Annual return | -14.92% | 392.42%-407.3pp | 35.91%-50.8pp | 32.82%-47.7pp |
| Employer contribution / active EE | $1,335 | $2,393-44.2% | $2,836-52.9% | $2,506-46.7% |
| Participant deferral / active EE | $3,583 | $4,658-23.1% | $4,656-23.0% | $4,310-16.9% |
| Admin fee / account holder | $223 | $174+28.0% | $7,493-97.0% | $188+18.5% |