Filed September 18, 2025
Total covered: 9 employees
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 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $189,193 |
Filed as: UBS FINANCIAL SERVICES Service code 27 152 WEST 57TH STREET · NEW YORK, NY 10019 | Advisory (Plan) | $32,500 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,577 | $115,444-79.6% | $65,493-64.0% | $102,872-77.1% |
| Participation rate | 76.7% | 71.2%+5.6pp | 73.1%+3.6pp | 73.0%+3.7pp |
| Annual return | 14.59% | 15.94%-1.3pp | 982.45%-967.9pp | 19.06%-4.5pp |
| Employer contribution / active EE | $1,152 | $3,409-66.2% | $2,574-55.2% | $3,526-67.3% |
| Participant deferral / active EE | $2,915 | $4,118-29.2% | $3,961-26.4% | $5,535-47.3% |
| Admin fee / account holder | $39 | $123-68.5% | $5,028-99.2% | $292-86.7% |