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 6-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 | $25,875 |
UBS FINANCIAL SERVICES INC3 years Service code 26 · EIN 13-2638166 | Advisory (Participants) | $21,753 |
Service code 13 PO BOX 601070 · JACKSONVILLE, FL 32260 | Contract Administrator | $12,862 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,146 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,223 | $73,360-76.5% | $177,989-90.3% | $74,495-76.9% |
| Participation rate | 83.7% | 66.6%+17.1pp | 77.1%+6.6pp | 67.2%+16.5pp |
| Annual return | 13.60% | 17.49%-3.9pp | 294.48%-280.9pp | 1364.94%-1351.3pp |
| Employer contribution / active EE | $2,456 | $2,216+10.8% | $3,949-37.8% | $2,623-6.4% |
| Participant deferral / active EE | $3,751 | $4,513-16.9% | $6,276-40.2% | $4,346-13.7% |
| Admin fee / account holder | $283 | $1,808-84.3% | $10,363-97.3% | $1,942-85.4% |