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 INS. CO. OF AMERICA Service code 15 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $332,430 |
UBS FINANCIAL SERVICES INC6 years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $116,594 |
Service code 27 | Advisory (Plan) | $16,190 |
Filed as: MESIROW FINANCIAL INVESTMENT MGMT Service code 27 · EIN 36-3429599 | Advisory (Plan) | $0 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,410 | $50,458+251.6% | $159,960+10.9% | $64,808+173.7% |
| Participation rate | 96.2% | 68.0%+28.1pp | 78.0%+18.2pp | 71.5%+24.7pp |
| Annual return | -18.16% | -13.42%-4.7pp | 408.60%-426.8pp | 32.82%-51.0pp |
| Employer contribution / active EE | $4,926 | $1,722+186.1% | $4,226+16.6% | $2,506+96.6% |
| Participant deferral / active EE | $10,311 | $4,004+157.6% | $6,182+66.8% | $4,310+139.2% |
| Admin fee / account holder | $325 | $706-54.0% | $8,698-96.3% | $188+73.0% |