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 | $59,661 |
UBS FINANCIAL SERVICES INC3 years Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $49,936 |
EFPR GROUP, CPAS, PLLC2 years Filed as: EFPR GROUIP LLP DBA EFPR GROUP CPAS Service code 10 100 S CLINTON AVE STE 1500 · ROCHESTER, NY 14604 | Accounting | $13,850 |
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.)
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 | $75,646 | $98,727-23.4% | $113,168-33.2% | $85,563-11.6% |
| Participation rate | 96.3% | 80.8%+15.4pp | 76.6%+19.7pp | 66.0%+30.3pp |
| Annual return | 12.15% | 17.43%-5.3pp | 24.27%-12.1pp | 31.51%-19.4pp |
| Employer contribution / active EE | $994 | $2,907-65.8% | $2,975-66.6% | $2,654-62.5% |
| Participant deferral / active EE | $5,908 | $5,424+8.9% | $5,107+15.7% | $4,375+35.0% |
| Admin fee / account holder | $331 | $357-7.2% | $12,068-97.3% | $834-60.3% |