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 | $61,050 |
UBS FINANCIAL SERVICES INC11+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 315 DEADRICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $50,277 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $18,395 |
GBQ PARTNERS2 years Filed as: GBQ, PARTNERS, LLC Service code 10 230 WEST ST STE 700 · COLUMBUS, OH 43215 | Accounting | $7,500 |
THE BENEFIT ADVANTAGE, INC.11+ years Filed as: THE BENEFIT ADVANTAGE INC Service code 13 | Contract Administrator | $1,000 |
THE BENEFIT ADVANTAGE, INC.2 years Filed as: THE BENEFIT ADVANTAGE, INC Service code 13 3497 AUBURN ROAD · AUBURN HILLS, MI 48326 | Contract Administrator | $400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $53,794 | $108,549-50.4% | $156,263-65.6% | $85,563-37.1% |
| Participation rate | 64.0% | 77.1%-13.1pp | 78.9%-14.9pp | 66.0%-1.9pp |
| Annual return | 13.46% | 21.79%-8.3pp | 59.47%-46.0pp | 31.51%-18.1pp |
| Employer contribution / active EE | $804 | $2,690-70.1% | $4,333-81.4% | $2,654-69.7% |
| Participant deferral / active EE | $2,979 | $4,800-37.9% | $6,158-51.6% | $4,375-31.9% |
| Admin fee / account holder | $290 | $650-55.3% | $14,255-98.0% | $834-65.2% |