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 6-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 |
|---|---|---|
BERKOWITZ POLLACK BRANT6+ years Filed as: BERKOWITZ POLLACK BRANT ADVISORS Service code 10 · EIN 59-2742314 200 S BISCAYNE BLVD 6TH FL · MIAMI, FL 33131 | Accounting | $0 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 · EIN 84-0532243 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $0 |
Filed as: GWFS EQUITIES INC Service code 33 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CA 80111 | Securities brokerage | $0 |
Service code 13 · EIN 87-0364490 7090 S UNION PARK AVENUE · MIDVALE, UT 84047 | Contract Administrator | $0 |
SOLTIS INVESTMENT ADVISORS6+ years Service code 27 · EIN 27-3188744 20 NORTH MAIN · ST GEORGE, UT 84770 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $90,397-100.0% | $76,002-100.0% | $145,959-100.0% |
| Participation rate | 0.0% | 74.5%-74.5pp | 69.1%-69.1pp | 80.3%-80.3pp |
| Annual return | -110.04% | 621.97%-732.0pp | 360.07%-470.1pp | 561.95%-672.0pp |
| Employer contribution / active EE | $0 | $3,317-100.0% | $2,688-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $0 | $5,163-100.0% | $4,257-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $8,369-100.0% | $6,414-100.0% | $13,398-100.0% |