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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,236 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SVCS INS AGCY Service code 55 | Other Commissions | $6,977 |
Filed as: UBS FINANCIAL SVCS INS AGCY INC Service code 55 1000 HARBOR BLVD 8TH FL · WEEHAWKEN, NJ 07087 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,559 | $65,557-68.6% | $64,056-67.9% | $71,457-71.2% |
| Participation rate | 53.8% | 73.2%-19.3pp | 72.3%-18.5pp | 67.9%-14.1pp |
| Annual return | 17.47% | 18.94%-1.5pp | 33.69%-16.2pp | 28.85%-11.4pp |
| Employer contribution / active EE | $1,256 | $2,669-52.9% | $2,747-54.3% | $2,588-51.4% |
| Participant deferral / active EE | $1,580 | $3,626-56.4% | $3,880-59.3% | $4,289-63.2% |
| Admin fee / account holder | $85 | $616-86.1% | $3,068-97.2% | $1,587-94.6% |