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 | $20,804 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SVCS INS AGCY INC Service code 55 1000 HARBOR BLVD 8TH FL · WEEHAWKEN, NJ 07087 | Other Commissions | $10,115 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,627 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,236 | $65,061-67.4% | $143,757-85.2% | $66,914-68.3% |
| Participation rate | 61.1% | 65.2%-4.1pp | 80.3%-19.2pp | 69.8%-8.7pp |
| Annual return | -15.87% | -11.14%-4.7pp | -0.04%-15.8pp | 1.58%-17.5pp |
| Employer contribution / active EE | $2,251 | $2,361-4.6% | $4,951-54.5% | $2,544-11.5% |
| Participant deferral / active EE | $1,605 | $2,919-45.0% | $5,637-71.5% | $4,237-62.1% |
| Admin fee / account holder | $287 | $502-42.8% | $14,673-98.0% | $593-51.6% |