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 |
|---|---|---|
UNIVERSAL MAILING SERVICE2 years Filed as: UNIVERSAL FINANCIAL ADVISORS, LLC Service code 27 333 S. KIRKWOOD RD STE 301 · KIRKWOOD, MO 63122 | Advisory (Plan) | $40,377 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,092 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,017 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,579 | $49,808+47.7% | $95,745-23.2% | $74,419-1.1% |
| Participation rate | 71.5% | 66.6%+5.0pp | 72.3%-0.7pp | 70.7%+0.8pp |
| Annual return | 30.98% | 24.91%+6.1pp | 28.35%+2.6pp | 34.38%-3.4pp |
| Employer contribution / active EE | $1,942 | $1,639+18.5% | $2,835-31.5% | $2,637-26.4% |
| Participant deferral / active EE | $3,691 | $3,739-1.3% | $4,245-13.0% | $4,528-18.5% |
| Admin fee / account holder | $175 | $311-43.7% | $5,678-96.9% | $348-49.6% |