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 | $40,682 |
UBS FINANCIAL SERVICES INC7 years Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $25,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,626 |
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 | $66,883 | $66,098+1.2% | $101,794-34.3% | $74,304-10.0% |
| Participation rate | 94.7% | 53.8%+41.0pp | 69.2%+25.6pp | 60.3%+34.4pp |
| Annual return | 14.97% | 19.59%-4.6pp | 30.53%-15.6pp | 29.43%-14.5pp |
| Employer contribution / active EE | $644 | $1,082-40.4% | $2,289-71.9% | $2,241-71.3% |
| Participant deferral / active EE | $5,156 | $2,781+85.4% | $4,084+26.3% | $3,767+36.9% |
| Admin fee / account holder | $294 | $4,146-92.9% | $8,777-96.7% | $2,969-90.1% |