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 O Service code 50 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Direct Payment | $100,153 |
UBS FINANCIAL SERVICES INC6 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $67,466 |
ASCENSUS LLC1 year Filed as: BADEN GAGE & SCHROEDER LLC Service code 10 · EIN 35-1939627 | Accounting | $8,500 |
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 | $133,705 | $65,435+104.3% | $86,677+54.3% | $66,914+99.8% |
| Participation rate | 98.2% | 75.5%+22.8pp | 76.6%+21.6pp | 69.8%+28.4pp |
| Annual return | -14.52% | -10.89%-3.6pp | 35.91%-50.4pp | 1.58%-16.1pp |
| Employer contribution / active EE | $3,353 | $2,153+55.7% | $2,836+18.2% | $2,544+31.8% |
| Participant deferral / active EE | $7,026 | $4,100+71.3% | $4,656+50.9% | $4,237+65.8% |
| Admin fee / account holder | $643 | $642+0.2% | $7,493-91.4% | $593+8.4% |