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 INC7 years Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $45,447 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,753 |
MRPR GROUP PC8 years Service code 10 28411 NORTHWESTERN HWY STE 800 · SOUTHFIELD, MI 480345538 | Accounting | $8,800 |
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 | $207,426 | $87,870+136.1% | $113,168+83.3% | $74,304+179.2% |
| Participation rate | 87.0% | 70.7%+16.3pp | 76.6%+10.4pp | 60.3%+26.7pp |
| Annual return | 14.60% | 26.44%-11.8pp | 24.27%-9.7pp | 29.43%-14.8pp |
| Employer contribution / active EE | $2,605 | $2,277+14.4% | $2,975-12.4% | $2,241+16.3% |
| Participant deferral / active EE | $5,041 | $4,241+18.9% | $5,107-1.3% | $3,767+33.8% |
| Admin fee / account holder | $548 | $3,368-83.7% | $12,068-95.5% | $2,969-81.5% |