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 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,094 |
UBS FINANCIAL SERVICES INC3 years Filed as: UBS FINANCIAL SVCS INS AGCY Service code 55 · EIN 51-0120472 1000 HARBOR BLVD · WEEHAWKEN, NJ 07087 | Other Commissions | $9,860 |
Filed as: CBIZ BENEFITS & INS SERVICES INC Service code 13 · EIN 84-0467907 28126 NETWORK PLACE · CHICAGO, IL 606731281 | Contract Administrator | $1,995 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 99 · EIN 61-1932930 1801 CALIFORNIA STREET · DENVER, CO 80202 | Other Fees | $408 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 · EIN 84-0532243 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $100 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,003 | $34,677-33.7% | $77,024-70.1% | $64,808-64.5% |
| Participation rate | 18.9% | 49.8%-31.0pp | 67.9%-49.0pp | 71.5%-52.6pp |
| Annual return | -21.98% | -5.33%-16.7pp | 42.32%-64.3pp | 32.82%-54.8pp |
| Employer contribution / active EE | $217 | $1,370-84.2% | $2,812-92.3% | $2,506-91.3% |
| Participant deferral / active EE | $617 | $2,556-75.9% | $4,426-86.1% | $4,310-85.7% |
| Admin fee / account holder | $137 | $179-23.3% | $5,425-97.5% | $188-27.0% |