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 7-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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $37,353 |
UBS FINANCIAL SERVICES INC1+ years Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $29,663 |
Filed as: EMPOWER RETIREMENT ADVISORY SVCS Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $541 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $82,933 | $65,376+26.9% | $87,100-4.8% | $65,185+27.2% |
| Participation rate | 97.1% | 75.3%+21.8pp | 76.9%+20.3pp | 70.2%+26.9pp |
| Annual return | 11.83% | 31.27%-19.4pp | 28.19%-16.4pp | 29.38%-17.6pp |
| Employer contribution / active EE | $0 | $1,822-100.0% | $2,521-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $5,503 | $3,388+62.4% | $4,049+35.9% | $3,514+56.6% |
| Admin fee / account holder | $126 | $520-75.7% | $7,497-98.3% | $847-85.1% |