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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $115,717 |
UBS FINANCIAL SERVICES INC8 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $52,025 |
Service code 13 · EIN 27-0293282 | Contract Administrator | $29,114 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGO, CO 80111 | Investment Management | $2,437 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,174 | $106,028-66.8% | $146,958-76.1% | $77,643-54.7% |
| Participation rate | 90.5% | 78.4%+12.1pp | 82.2%+8.3pp | 70.6%+19.9pp |
| Annual return | 33.87% | 56.73%-22.9pp | 418.34%-384.5pp | 31.24%+2.6pp |
| Employer contribution / active EE | $1,059 | $4,063-73.9% | $4,933-78.5% | $2,726-61.1% |
| Participant deferral / active EE | $4,503 | $7,990-43.6% | $8,070-44.2% | $4,647-3.1% |
| Admin fee / account holder | $402 | $337+19.2% | $12,998-96.9% | $430-6.5% |