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 RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $25,137 |
UBS FINANCIAL SERVICES INC3+ years Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $23,632 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,491 |
TD AMERITRADE, INC.3+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $938 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,285 | $46,173+93.4% | $170,442-47.6% | $69,631+28.2% |
| Participation rate | 98.9% | 63.9%+35.0pp | 83.6%+15.3pp | 70.7%+28.2pp |
| Annual return | 28.05% | 21.62%+6.4pp | 205.93%-177.9pp | 27571.02%-27543.0pp |
| Employer contribution / active EE | $7,503 | $1,610+366.1% | $5,433+38.1% | $2,032+269.2% |
| Participant deferral / active EE | $5,150 | $2,080+147.5% | $4,939+4.3% | $3,224+59.7% |
| Admin fee / account holder | $161 | $116+38.7% | $13,880-98.8% | $110+45.6% |