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 CO OF AME Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $51,489 |
UBS FINANCIAL SERVICES INC10+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 315 DEADRICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $46,218 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $15,061 |
Filed as: THE BENEFIT ADVANTAGE, INC Service code 13 3497 AUBURN ROAD · AUBURN HILLS, MI 48326 | Contract Administrator | $13,040 |
GBQ PARTNERS1 year Filed as: GBQ, PARTNERS, LLC Service code 10 230 WEST ST STE 700 · COLUMBUS, OH 43215 | Accounting | $11,400 |
THE BENEFIT ADVANTAGE, INC.10+ years Filed as: THE BENEFIT ADVANTAGE INC Service code 13 | Contract Administrator | $10,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $57,575 | $89,465-35.6% | $164,866-65.1% | $77,671-25.9% |
| Participation rate | 55.6% | 78.6%-23.0pp | 78.6%-23.0pp | 70.6%-15.0pp |
| Annual return | 12.69% | 28.81%-16.1pp | 69.97%-57.3pp | 31.21%-18.5pp |
| Employer contribution / active EE | $770 | $2,568-70.0% | $4,343-82.3% | $2,726-71.7% |
| Participant deferral / active EE | $2,709 | $4,897-44.7% | $6,033-55.1% | $4,648-41.7% |
| Admin fee / account holder | $327 | $340-3.7% | $12,689-97.4% | $430-24.0% |