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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $56,900 |
UBS FINANCIAL SERVICES INC5 years Service code 26 · EIN 13-2638166 | Advisory (Participants) | $34,017 |
Service code 13 PO BOX 601070 · JACKSONVILLE, FL 32260 | Contract Administrator | $24,976 |
ASSURANCE DIMENSIONS1 year Service code 10 4920 WEST CYPRESS STREET STE 102 · TAMPA, FL 33607 | Accounting | $4,120 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $2,383 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,074 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,640 | $119,446-72.7% | $150,045-78.2% | $85,563-61.9% |
| Participation rate | 93.8% | 75.4%+18.4pp | 82.3%+11.5pp | 66.0%+27.9pp |
| Annual return | 19.70% | 23.72%-4.0pp | 62.55%-42.8pp | 31.51%-11.8pp |
| Employer contribution / active EE | $1,173 | $4,078-71.2% | $4,693-75.0% | $2,654-55.8% |
| Participant deferral / active EE | $3,996 | $7,985-49.9% | $7,997-50.0% | $4,375-8.7% |
| Admin fee / account holder | $251 | $548-54.2% | $13,435-98.1% | $834-69.9% |