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 | $12,596 |
Service code 13 8925 W POST RD STE 105 · LAS VEGAS, NV 89148 | Contract Administrator | $5,753 |
Filed as: UNITED PLANNER'S FINANCIAL SERVICE Service code 27 7333 E DOUBLETREE RANCH ST 120 · SCOTTSDALE, AZ 85258 | Advisory (Plan) | $1,877 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,340 |
Service code 99 6300 BRIDGE POINT PKWY · AUSTIN, TX 78730 | Other Fees | $1,101 |
Filed as: QBOX FIDUCIARY SOLUTIONS LLC Service code 27 1020 E DUPONT RD · FORT WAYNE, IN 46825 | Advisory (Plan) | $250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,467 | $37,393-53.3% | $77,024-77.3% | $66,914-73.9% |
| Participation rate | 58.8% | 52.9%+6.0pp | 67.9%-9.1pp | 69.8%-11.0pp |
| Annual return | 95.89% | -3.29%+99.2pp | 42.32%+53.6pp | 1.58%+94.3pp |
| Employer contribution / active EE | $813 | $1,531-46.9% | $2,812-71.1% | $2,544-68.0% |
| Participant deferral / active EE | $1,431 | $2,617-45.3% | $4,426-67.7% | $4,237-66.2% |
| Admin fee / account holder | $235 | $567-58.5% | $5,425-95.7% | $593-60.3% |