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 ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,901 |
UBS FINANCIAL SERVICES INC3 years Filed as: UBS FINANCIAL SVCS INS AGCY INC Service code 55 1000 HARBOR BLVD 8TH FL · WEEHAWKEN, NJ 07087 | Other Commissions | $11,289 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,272 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,702 | $61,272-61.3% | $149,673-84.2% | $71,457-66.8% |
| Participation rate | 66.7% | 62.5%+4.2pp | 78.8%-12.1pp | 67.9%-1.3pp |
| Annual return | 13.69% | 35.85%-22.2pp | 134.42%-120.7pp | 28.85%-15.2pp |
| Employer contribution / active EE | $2,283 | $2,378-4.0% | $4,818-52.6% | $2,588-11.8% |
| Participant deferral / active EE | $1,440 | $2,917-50.6% | $5,680-74.7% | $4,289-66.4% |
| Admin fee / account holder | $286 | $1,261-77.3% | $13,210-97.8% | $1,587-82.0% |