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 | $12,335 |
WEWORSKI & ASSOCIATES1 year Service code 10 4660 LA JOLLA VILLAGE STE 750 · SAN DIEGO, CA 92122 | Accounting | $8,000 |
UBS FINANCIAL SERVICES INC5 years Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $7,234 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $797 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,385 | $46,553-60.5% | $64,056-71.3% | $75,163-75.5% |
| Participation rate | 91.4% | 65.9%+25.5pp | 72.3%+19.1pp | 67.2%+24.2pp |
| Annual return | 12.69% | 26.03%-13.3pp | 33.69%-21.0pp | 160.62%-147.9pp |
| Employer contribution / active EE | $0 | $1,974-100.0% | $2,747-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,686 | $2,837-5.3% | $3,880-30.8% | $4,125-34.9% |
| Admin fee / account holder | $197 | $2,952-93.3% | $3,068-93.6% | $5,651-96.5% |