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 64 · EIN 06-0974148 | Recordkeeping Fees | $79,251 |
UBS FINANCIAL SERVICES INC3 years Filed as: UBS FINANCIAL SERVICES, INC Service code 26 · EIN 13-2638166 | Advisory (Participants) | $40,727 |
PENSION ASSURANCE LLP3 years Filed as: PENSION INNOVATIONS & CONSULTING Service code 13 · EIN 34-1944384 | Contract Administrator | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,888 | $79,171+70.4% | $102,423+31.7% | $74,495+81.1% |
| Participation rate | 88.4% | 74.8%+13.6pp | 76.5%+12.0pp | 67.2%+21.2pp |
| Annual return | 23.25% | 54.93%-31.7pp | 29.32%-6.1pp | 1364.94%-1341.7pp |
| Employer contribution / active EE | $1,205 | $2,362-49.0% | $3,023-60.1% | $2,623-54.1% |
| Participant deferral / active EE | $6,731 | $4,415+52.5% | $5,053+33.2% | $4,346+54.9% |
| Admin fee / account holder | $618 | $2,001-69.1% | $9,451-93.5% | $1,942-68.2% |