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 28 · EIN 06-0974148 | Investment Management | $83,713 |
UBS FINANCIAL SERVICES INC4 years Filed as: UBS FINANCIAL SERVICES, INC Service code 27 · EIN 13-2638166 | Advisory (Plan) | $43,126 |
PENSION ASSURANCE LLP4 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.)
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 | $143,146 | $87,870+62.9% | $113,168+26.5% | $74,304+92.6% |
| Participation rate | 86.5% | 70.7%+15.8pp | 76.6%+10.0pp | 60.3%+26.2pp |
| Annual return | 11.73% | 26.44%-14.7pp | 24.27%-12.5pp | 29.43%-17.7pp |
| Employer contribution / active EE | $1,199 | $2,277-47.4% | $2,975-59.7% | $2,241-46.5% |
| Participant deferral / active EE | $6,968 | $4,241+64.3% | $5,107+36.4% | $3,767+84.9% |
| Admin fee / account holder | $675 | $3,368-80.0% | $12,068-94.4% | $2,969-77.3% |