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 LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $79,413 |
UBS FINANCIAL SERVICES INC10+ years Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $76,333 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $64,170 | $88,890-27.8% | $102,423-37.3% | $77,643-17.4% |
| Participation rate | 98.3% | 80.9%+17.4pp | 76.5%+21.8pp | 70.6%+27.8pp |
| Annual return | 17.36% | 24.98%-7.6pp | 29.32%-12.0pp | 31.24%-13.9pp |
| Employer contribution / active EE | $505 | $2,698-81.3% | $3,023-83.3% | $2,726-81.5% |
| Participant deferral / active EE | $5,277 | $5,145+2.6% | $5,053+4.4% | $4,647+13.6% |
| Admin fee / account holder | $206 | $235-12.5% | $9,451-97.8% | $430-52.1% |