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 INC3 years Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $83,185 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 15 · EIN 84-0467907 | Recordkeeping | $60,950 |
Service code 13 2801 LAKESIDE DR. · BANNOCKBURN, IL 60015 | Contract Administrator | $10,976 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder servicing fees; Other inv... | $100 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $531,811 | $101,317+424.9% | $146,958+261.9% | $74,495+613.9% |
| Participation rate | 95.6% | 75.5%+20.0pp | 82.2%+13.4pp | 67.2%+28.4pp |
| Annual return | 19.29% | 8730.91%-8711.6pp | 418.34%-399.1pp | 1364.94%-1345.7pp |
| Employer contribution / active EE | $33,747 | $3,810+785.7% | $4,933+584.1% | $2,623+1186.6% |
| Participant deferral / active EE | $15,296 | $7,303+109.4% | $8,070+89.5% | $4,346+252.0% |
| Admin fee / account holder | $484 | $1,739-72.2% | $12,998-96.3% | $1,942-75.1% |