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 ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $37,773 |
UBS FINANCIAL SERVICES INC6 years Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $4,742 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,859 | $81,460+10.3% | $103,333-13.0% | $80,856+11.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 10.68% | 25.55%-14.9pp | 24.88%-14.2pp | 35.59%-24.9pp |
| Employer contribution / active EE | $5,995 | $3,105+93.1% | $3,868+55.0% | $2,755+117.6% |
| Participant deferral / active EE | $9,516 | $3,869+146.0% | $5,057+88.2% | $4,296+121.5% |
| Admin fee / account holder | $255 | $6,566-96.1% | $8,355-97.0% | $6,918-96.3% |