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 |
|---|---|---|
UNITED PLANNERS FINANCIAL SERVICES10+ years Service code 55 · EIN 86-0588303 7333 E DOUBLETREE RANCH RD. STE 120 · SCOTTSDALE, AZ 85258 | Other Commissions | $21,384 |
Filed as: EMPOWER ADVISORY GRUP Service code 28 8515 EAST ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,199 |
Filed as: EMPOWER ANNUITY INSURANCE CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $585 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $497,547 | $102,317+386.3% | $146,958+238.6% | $80,856+515.3% |
| Participation rate | 96.6% | 75.8%+20.7pp | 82.2%+14.4pp | 67.6%+28.9pp |
| Annual return | 10.90% | 134.76%-123.9pp | 418.34%-407.4pp | 35.59%-24.7pp |
| Employer contribution / active EE | $24,993 | $3,713+573.1% | $4,933+406.7% | $2,755+807.3% |
| Participant deferral / active EE | $11,769 | $6,644+77.1% | $8,070+45.8% | $4,296+174.0% |
| Admin fee / account holder | $21,624 | $7,941+172.3% | $12,998+66.4% | $6,918+212.6% |