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: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $37,683 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $14,479 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,057 |
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 | $211,771 | $84,487+150.7% | $125,339+69.0% | $66,914+216.5% |
| Participation rate | 95.9% | 76.4%+19.5pp | 82.4%+13.6pp | 69.8%+26.1pp |
| Annual return | -14.41% | -8.39%-6.0pp | 572.05%-586.5pp | 1.58%-16.0pp |
| Employer contribution / active EE | $7,670 | $3,553+115.9% | $4,814+59.3% | $2,544+201.5% |
| Participant deferral / active EE | $7,872 | $6,781+16.1% | $7,446+5.7% | $4,237+85.8% |
| Admin fee / account holder | $84 | $685-87.7% | $10,010-99.2% | $593-85.8% |