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 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $69,715 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES, INC Service code 27 · EIN 13-2638166 | Advisory (Plan) | $42,285 |
Service code 50 · EIN 27-0293282 | Direct Payment | $13,389 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,213 |
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 | $65,716 | $100,227-34.4% | $169,993-61.3% | $74,419-11.7% |
| Participation rate | 73.3% | 87.3%-14.0pp | 87.0%-13.7pp | 70.7%+2.6pp |
| Annual return | 19.61% | 66.08%-46.5pp | 53.37%-33.8pp | 34.38%-14.8pp |
| Employer contribution / active EE | $3,016 | $4,263-29.2% | $6,785-55.5% | $2,637+14.4% |
| Participant deferral / active EE | $6,324 | $7,143-11.5% | $10,408-39.2% | $4,528+39.7% |
| Admin fee / account holder | $487 | $234+107.6% | $12,815-96.2% | $348+39.9% |