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 |
|---|---|---|
UBS FINANCIAL SERVICES INC7 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $47,458 |
Service code 13 · EIN 27-0293282 | Contract Administrator | $33,028 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,422 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGO, CO 80111 | Investment Management | $439 |
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 | $21,424 | $95,274-77.5% | $135,903-84.2% | $74,419-71.2% |
| Participation rate | 78.3% | 78.2%+0.1pp | 81.9%-3.6pp | 70.7%+7.6pp |
| Annual return | 20.47% | 32.77%-12.3pp | 68.23%-47.8pp | 34.38%-13.9pp |
| Employer contribution / active EE | $1,084 | $3,874-72.0% | $4,856-77.7% | $2,637-58.9% |
| Participant deferral / active EE | $3,312 | $7,782-57.4% | $7,758-57.3% | $4,528-26.9% |
| Admin fee / account holder | $100 | $266-62.5% | $10,762-99.1% | $348-71.3% |