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 Service code 64 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $61,924 |
UBS FINANCIAL SERVICES INC2 years Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $51,791 |
EFPR GROUP, CPAS, PLLC1 year Filed as: EFPR GROUIP LLP DBA EFPR GROUP CPAS Service code 10 100 S CLINTON AVE STE 1500 · ROCHESTER, NY 14604 | Accounting | $13,200 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,653 | $88,890-23.9% | $102,423-33.9% | $77,643-12.9% |
| Participation rate | 96.4% | 80.9%+15.4pp | 76.5%+19.9pp | 70.6%+25.8pp |
| Annual return | 8.77% | 24.98%-16.2pp | 29.32%-20.6pp | 31.24%-22.5pp |
| Employer contribution / active EE | $1,153 | $2,698-57.3% | $3,023-61.9% | $2,726-57.7% |
| Participant deferral / active EE | $5,205 | $5,145+1.2% | $5,053+3.0% | $4,647+12.0% |
| Admin fee / account holder | $496 | $235+110.7% | $9,451-94.8% | $430+15.2% |