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: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 62 · EIN 04-1590850 | Float revenue; Recordkeeping fees | $33,992 |
UBS FINANCIAL SERVICES INC6 years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $13,854 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,577 |
Service code 27 · EIN 13-2638166 | Advisory (Plan) | $3,490 |
Service code 13 · EIN 27-0293282 | Contract Administrator | $3,473 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 25 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Directed Trustee | $170 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $67,238 | $45,863+46.6% | $77,024-12.7% | $68,494-1.8% |
| Participation rate | 61.1% | 55.9%+5.1pp | 67.9%-6.9pp | 67.9%-6.8pp |
| Annual return | -14.84% | 1.72%-16.6pp | 42.32%-57.2pp | -7.84%-7.0pp |
| Employer contribution / active EE | $1,647 | $1,650-0.2% | $2,812-41.4% | $2,596-36.6% |
| Participant deferral / active EE | $4,402 | $2,962+48.6% | $4,426-0.6% | $4,027+9.3% |
| Admin fee / account holder | $597 | $3,041-80.4% | $5,425-89.0% | $5,403-89.0% |