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 | $55,980 |
UBS FINANCIAL SERVICES INC6 years Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $45,857 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,391 | $98,727-47.9% | $113,168-54.6% | $85,563-39.9% |
| Participation rate | 87.1% | 80.8%+6.3pp | 76.6%+10.5pp | 66.0%+21.1pp |
| Annual return | 13.97% | 17.43%-3.5pp | 24.27%-10.3pp | 31.51%-17.5pp |
| Employer contribution / active EE | $1,318 | $2,907-54.7% | $2,975-55.7% | $2,654-50.3% |
| Participant deferral / active EE | $3,396 | $5,424-37.4% | $5,107-33.5% | $4,375-22.4% |
| Admin fee / account holder | $265 | $357-25.6% | $12,068-97.8% | $834-68.2% |