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: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $48,630 |
UBS FINANCIAL SERVICES INC4 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $27,805 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,833 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $40,008 | $30,086+33.0% | $61,373-34.8% | $64,808-38.3% |
| Participation rate | 58.6% | 36.4%+22.2pp | 52.6%+6.0pp | 71.5%-12.9pp |
| Annual return | -13.98% | -13.99%0pp | 338.61%-352.6pp | 32.82%-46.8pp |
| Employer contribution / active EE | $1,345 | $536+150.8% | $1,159+16.0% | $2,506-46.3% |
| Participant deferral / active EE | $1,760 | $1,126+56.3% | $2,125-17.2% | $4,310-59.2% |
| Admin fee / account holder | $379 | $148+155.8% | $2,130-82.2% | $188+101.8% |