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 5-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 INC3+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $28,451 |
RETIREMENT SOLUTIONS SPECIALISTS3+ years Service code 13 · EIN 27-0293282 | Contract Administrator | $15,511 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $6,797 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,300 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $25,966 | $82,202-68.4% | $125,339-79.3% | $64,808-59.9% |
| Participation rate | 94.3% | 77.9%+16.4pp | 82.4%+11.9pp | 71.5%+22.8pp |
| Annual return | -11.96% | 3.48%-15.4pp | 572.05%-584.0pp | 32.82%-44.8pp |
| Employer contribution / active EE | $3,618 | $3,615+0.1% | $4,814-24.8% | $2,506+44.4% |
| Participant deferral / active EE | $8,724 | $7,175+21.6% | $7,446+17.2% | $4,310+102.4% |
| Admin fee / account holder | $140 | $163-14.5% | $10,010-98.6% | $188-25.7% |