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 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $96,583 |
UBS FINANCIAL SERVICES INC10+ years Service code 16 1000 HARBOR BLVD · WEEHAWKEN, NJ 07086 | Consulting | $80,000 |
BENESYS, INC.10+ years Filed as: BENESYS, INC Service code 13 3660 STUTZ DRIVE STE 101 · CANFIELD, OH 44406 | Contract Administrator | $36,673 |
MARINER LLC1 year Filed as: MARINER INSTITUTIONAL, LLC Service code 16 531 W. MORSE BLVD, ST 200 · WINTER PARK, FL 32789 | Consulting | $26,000 |
Service code 29 20445 EMERALD PWKY · CLEVELAND, OH 44135 | Legal | $18,645 |
YURCHYK & DAVIS CPA'S, INC.10+ years Filed as: YURCHYK & DAVIS CPAS INC Service code 10 · EIN 34-1638235 | Accounting | $11,100 |
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 | $214,775 | $241,101-10.9% | $103,333+107.8% | $199,593+7.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.5%+25.5pp | 72.0%+28.0pp |
| Annual return | 15.05% | 17.80%-2.7pp | 24.88%-9.8pp | 34.25%-19.2pp |
| Employer contribution / active EE | $10,253 | $4,244+141.6% | $3,868+165.1% | $3,034+237.9% |
| Participant deferral / active EE | $0 | $3,958-100.0% | $5,057-100.0% | $5,087-100.0% |
| Admin fee / account holder | $393 | $288+36.5% | $8,355-95.3% | $269+46.0% |