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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $33,642 |
UBS FINANCIAL SERVICES INC8+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 | Advisory (Plan) | $27,655 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 62 · EIN 84-0467907 | Recordkeeping fees; Float revenue | $20,427 |
Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $17,371 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,439 | $65,557+71.5% | $64,056+75.5% | $71,457+57.4% |
| Participation rate | 59.0% | 73.2%-14.2pp | 72.3%-13.3pp | 67.9%-8.9pp |
| Annual return | 10.23% | 18.94%-8.7pp | 33.69%-23.5pp | 28.85%-18.6pp |
| Employer contribution / active EE | $687 | $2,669-74.2% | $2,747-75.0% | $2,588-73.4% |
| Participant deferral / active EE | $2,818 | $3,626-22.3% | $3,880-27.4% | $4,289-34.3% |
| Admin fee / account holder | $427 | $616-30.7% | $3,068-86.1% | $1,587-73.1% |