See peer percentile detail. $4.99 for your first month.
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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 |
|---|---|---|
UBS FINANCIAL SERVICES INC6 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $31,128 |
Service code 13 · EIN 27-0293282 | Contract Administrator | $17,931 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $2,882 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,777 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGO, CO 80111 | Investment Management | $1,087 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,395 | $82,202-83.7% | $125,339-89.3% | $64,808-79.3% |
| Participation rate | 95.3% | 77.9%+17.5pp | 82.4%+13.0pp | 71.5%+23.9pp |
| Annual return | -10.36% | 3.48%-13.8pp | 572.05%-582.4pp | 32.82%-43.2pp |
| Employer contribution / active EE | $1,040 | $3,615-71.2% | $4,814-78.4% | $2,506-58.5% |
| Participant deferral / active EE | $3,030 | $7,175-57.8% | $7,446-59.3% | $4,310-29.7% |
| Admin fee / account holder | $102 | $163-37.7% | $10,010-99.0% | $188-45.8% |