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 INC8+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $91,469 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $77,815 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $48,490 |
SHEEHAN & COMPANY1 year Filed as: SHEEHAN & COMPANY CPA PC Service code 10 · EIN 13-2709344 | Accounting | $14,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,545 | $71,142+25.9% | $119,609-25.1% | $64,808+38.2% |
| Participation rate | 96.0% | 78.6%+17.4pp | 79.3%+16.7pp | 71.5%+24.5pp |
| Annual return | -14.32% | -10.01%-4.3pp | -14.97%+0.6pp | 32.82%-47.1pp |
| Employer contribution / active EE | $3,662 | $2,497+46.6% | $4,232-13.5% | $2,506+46.1% |
| Participant deferral / active EE | $5,947 | $4,490+32.5% | $5,602+6.2% | $4,310+38.0% |
| Admin fee / account holder | $366 | $162+125.5% | $10,323-96.5% | $188+94.7% |