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 | $89,313 |
UBS FINANCIAL SERVICES INC3 years Filed as: UBS FINANCIAL SERVICES, INC Service code 27 · EIN 13-2638166 | Advisory (Plan) | $49,123 |
Service code 13 · EIN 27-0293282 | Contract Administrator | $14,433 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,307 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $68,282 | $129,021-47.1% | $184,203-62.9% | $77,643-12.1% |
| Participation rate | 78.9% | 87.3%-8.5pp | 86.8%-7.9pp | 70.6%+8.3pp |
| Annual return | 14.72% | 33.27%-18.6pp | 28.81%-14.1pp | 31.24%-16.5pp |
| Employer contribution / active EE | $3,319 | $4,413-24.8% | $6,427-48.4% | $2,726+21.8% |
| Participant deferral / active EE | $6,699 | $7,297-8.2% | $9,131-26.6% | $4,647+44.1% |
| Admin fee / account holder | $540 | $254+112.7% | $13,901-96.1% | $430+25.5% |