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 | $39,248 |
UBS FINANCIAL SERVICES INC4 years Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $12,500 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SVCS INS AGCY INC Service code 55 1000 HARBOR BLVD 8TH FL · WEEHAWKEN, NJ 07087 | Other Commissions | $9,822 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,695 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,009 | $49,451+5.2% | $79,550-34.6% | $66,914-22.3% |
| Participation rate | 87.5% | 61.3%+26.2pp | 69.5%+18.0pp | 69.8%+17.7pp |
| Annual return | -16.14% | 84.25%-100.4pp | 0.16%-16.3pp | 1.58%-17.7pp |
| Employer contribution / active EE | $581 | $1,266-54.1% | $2,413-75.9% | $2,544-77.2% |
| Participant deferral / active EE | $4,808 | $3,159+52.2% | $3,985+20.6% | $4,237+13.5% |
| Admin fee / account holder | $245 | $595-58.8% | $6,832-96.4% | $593-58.7% |