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 |
|---|---|---|
PREMIER PLAN CONSULTANTS1 year Filed as: PREMIER PLAN CONSULTANTS INC Service code 13 6215 FERRIS SQ STE 125 · SAN DIEGO, CA 92121 | Contract Administrator | $22,612 |
UBS FINANCIAL SERVICES INC2 years Service code 27 3515 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $20,314 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,887 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,754 | $91,407-37.9% | $135,903-58.2% | $71,457-20.6% |
| Participation rate | 79.2% | 75.7%+3.5pp | 81.9%-2.7pp | 67.9%+11.3pp |
| Annual return | 37.46% | 29.90%+7.6pp | 68.23%-30.8pp | 28.85%+8.6pp |
| Employer contribution / active EE | $3,482 | $3,703-6.0% | $4,856-28.3% | $2,588+34.6% |
| Participant deferral / active EE | $7,682 | $7,092+8.3% | $7,758-1.0% | $4,289+79.1% |
| Admin fee / account holder | $204 | $1,266-83.9% | $10,762-98.1% | $1,587-87.2% |