See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $81,654 |
UBS FINANCIAL SERVICES INC5 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $56,142 |
Service code 13 · EIN 27-0293282 | Contract Administrator | $11,948 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,760 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,458 | $54,517+179.7% | $75,972+100.7% | $74,495+104.7% |
| Participation rate | 84.1% | 60.3%+23.8pp | 69.1%+15.1pp | 67.2%+16.9pp |
| Annual return | 12.19% | 31.82%-19.6pp | 359.55%-347.4pp | 1364.94%-1352.8pp |
| Employer contribution / active EE | $6,307 | $1,777+254.9% | $2,685+134.9% | $2,623+140.5% |
| Participant deferral / active EE | $7,186 | $3,066+134.4% | $4,255+68.9% | $4,346+65.4% |
| Admin fee / account holder | $929 | $2,229-58.3% | $6,467-85.6% | $1,942-52.2% |