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 |
|---|---|---|
UBS FINANCIAL SERVICES INC6 years Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $40,772 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,747 |
MRPR GROUP PC7 years Service code 10 28411 NORTHWESTERN HWY STE 800 · SOUTHFIELD, MI 480345538 | Accounting | $8,400 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,059 | $86,929+129.0% | $102,423+94.3% | $80,856+146.2% |
| Participation rate | 95.7% | 72.4%+23.3pp | 76.5%+19.2pp | 67.6%+28.1pp |
| Annual return | 17.84% | 18.88%-1.0pp | 29.32%-11.5pp | 35.59%-17.8pp |
| Employer contribution / active EE | $2,968 | $2,369+25.3% | $3,023-1.8% | $2,755+7.7% |
| Participant deferral / active EE | $5,478 | $4,118+33.0% | $5,053+8.4% | $4,296+27.5% |
| Admin fee / account holder | $439 | $8,049-94.5% | $9,451-95.4% | $6,918-93.7% |