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 | $36,578 |
UBS FINANCIAL SERVICES INC2 years Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $21,792 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,062 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,672 | $60,261-45.8% | $81,783-60.0% | $74,546-56.2% |
| Participation rate | 77.2% | 62.9%+14.4pp | 72.4%+4.9pp | 67.2%+10.0pp |
| Annual return | 16.68% | 16.88%-0.2pp | 775.05%-758.4pp | 1366.03%-1349.4pp |
| Employer contribution / active EE | $7,666 | $2,622+192.4% | $2,913+163.2% | $2,624+192.1% |
| Participant deferral / active EE | $10,804 | $3,388+218.9% | $4,320+150.1% | $4,347+148.5% |
| Admin fee / account holder | $213 | $1,482-85.6% | $7,380-97.1% | $1,944-89.0% |