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 | $87,407 |
UBS FINANCIAL SERVICES INC3 years Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $47,500 |
BKD, LLP2 years Filed as: BKD LLP Service code 10 910 E ST. LOUIS ST STE 400 · SPRINGFIELD, MO 65807 | Accounting | $18,315 |
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 | $428,694 | $80,724+431.1% | $103,333+314.9% | $74,495+475.5% |
| Participation rate | 92.4% | 65.7%+26.7pp | 74.5%+17.9pp | 67.2%+25.2pp |
| Annual return | 12.96% | 27.56%-14.6pp | 24.88%-11.9pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $51,226 | $3,157+1522.5% | $3,868+1224.4% | $2,623+1853.0% |
| Participant deferral / active EE | $614 | $3,860-84.1% | $5,057-87.9% | $4,346-85.9% |
| Admin fee / account holder | $551 | $2,368-76.7% | $8,355-93.4% | $1,942-71.6% |