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 Service code 50 8515 EAST ORCHARD ROAD · GREENWOOD VILLEGE, CO 80111 | Direct Payment | $234,336 |
UBS FINANCIAL SERVICES INC7 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $116,573 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,039 | $159,391-52.9% | $102,423-26.7% | $99,062-24.3% |
| Participation rate | 72.9% | 88.6%-15.7pp | 76.5%-3.6pp | 71.6%+1.2pp |
| Annual return | 14.07% | 19.03%-5.0pp | 29.32%-15.3pp | 17.66%-3.6pp |
| Employer contribution / active EE | $2,013 | $4,207-52.2% | $3,023-33.4% | $3,262-38.3% |
| Participant deferral / active EE | $4,619 | $7,498-38.4% | $5,053-8.6% | $5,331-13.4% |
| Admin fee / account holder | $60 | $159-62.2% | $9,451-99.4% | $109-44.8% |