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 | $229,082 |
UBS FINANCIAL SERVICES INC3 years Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $207,351 |
HENJES CONNER & WILLIAMS PC2 years Filed as: HENJES, CONNER & WILLIAMS PC Service code 10 801 STEVENS PT DR · DAKOTA DUNES, SD 57049 | Accounting | $16,490 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,182 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,497 | $76,173-29.8% | $81,382-34.3% | $199,593-73.2% |
| Participation rate | 97.6% | 76.3%+21.4pp | 69.5%+28.2pp | 72.0%+25.7pp |
| Annual return | 14.97% | 15.59%-0.6pp | 24.73%-9.8pp | 34.25%-19.3pp |
| Employer contribution / active EE | $1,677 | $2,792-40.0% | $2,463-31.9% | $3,034-44.7% |
| Participant deferral / active EE | $3,516 | $4,201-16.3% | $3,883-9.4% | $5,087-30.9% |
| Admin fee / account holder | $190 | $146+30.4% | $5,768-96.7% | $269-29.1% |