Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $47,265 |
UBS FINANCIAL SERVICES INC3 years Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $41,494 |
WITHUMSMITH+BROWN, PC3 years Service code 10 5 VAUGHN DRIVE · PRINCETON, NJ 08540 | Accounting | $10,244 |
Service code 10 1011 CENTRE ROAD, SUITE 310 · WILMINGTON, DE 19805 | Accounting | $10,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,290 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,136 | $54,193-27.8% | $93,654-58.2% | $77,671-49.6% |
| Participation rate | 95.6% | 63.9%+31.6pp | 68.7%+26.8pp | 70.6%+25.0pp |
| Annual return | 13.01% | 30.54%-17.5pp | 133.34%-120.3pp | 31.21%-18.2pp |
| Employer contribution / active EE | $851 | $1,168-27.1% | $2,421-64.8% | $2,726-68.8% |
| Participant deferral / active EE | $5,403 | $3,144+71.9% | $4,413+22.4% | $4,648+16.2% |
| Admin fee / account holder | $203 | $576-64.8% | $8,282-97.6% | $430-52.9% |