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 | $33,059 |
UBS FINANCIAL SERVICES INC2 years Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $16,681 |
ASCENSUS LLC2 years Filed as: BADEN GAGE & SCHROEDER, LLC Service code 99 6920 POINTE INVERNESS WY STE 300 · FORT WAYNE, IN 46804 | Other Fees | $10,500 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,157 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,488 | $79,171+104.0% | $102,423+57.7% | $74,495+116.8% |
| Participation rate | 100.0% | 74.8%+25.2pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | 13.15% | 54.93%-41.8pp | 29.32%-16.2pp | 1364.94%-1351.8pp |
| Employer contribution / active EE | $3,627 | $2,362+53.5% | $3,023+20.0% | $2,623+38.3% |
| Participant deferral / active EE | $7,700 | $4,415+74.4% | $5,053+52.4% | $4,346+77.2% |
| Admin fee / account holder | $242 | $2,001-87.9% | $9,451-97.4% | $1,942-87.5% |