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 | $69,855 |
UBS FINANCIAL SERVICES INC2 years Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $47,500 |
BKD, LLP1 year Filed as: BKD LLP Service code 10 910 E ST. LOUIS ST STE 400 · SPRINGFIELD, MO 65807 | Accounting | $36,590 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $365,502 | $76,670+376.7% | $96,683+278.0% | $71,457+411.5% |
| Participation rate | 89.1% | 66.6%+22.5pp | 74.3%+14.7pp | 67.9%+21.2pp |
| Annual return | 15.16% | 48.29%-33.1pp | 35.69%-20.5pp | 28.85%-13.7pp |
| Employer contribution / active EE | $36,941 | $3,031+1118.6% | $3,737+888.6% | $2,588+1327.6% |
| Participant deferral / active EE | $525 | $3,771-86.1% | $4,878-89.2% | $4,289-87.8% |
| Admin fee / account holder | $572 | $2,028-71.8% | $6,730-91.5% | $1,587-63.9% |