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 INC2 years Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $45,750 |
Filed as: BLUE CHIP RETIREMENT PLANS INC. Service code 99 6737 W. WASHINGTON STREET, STE 1105 · MILWAUKEE, WI 53214 | Other Fees | $14,197 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,968 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,938 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,834 | $79,171+85.5% | $102,423+43.4% | $74,495+97.1% |
| Participation rate | 100.0% | 74.8%+25.2pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | 8.37% | 54.93%-46.6pp | 29.32%-20.9pp | 1364.94%-1356.6pp |
| Employer contribution / active EE | $3,369 | $2,362+42.6% | $3,023+11.4% | $2,623+28.4% |
| Participant deferral / active EE | $2,897 | $4,415-34.4% | $5,053-42.7% | $4,346-33.3% |
| Admin fee / account holder | $588 | $2,001-70.6% | $9,451-93.8% | $1,942-69.7% |