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: EMPOWER ANNUITY INSURANCE COMPANY O Service code 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $112,853 |
UBS FINANCIAL SERVICES INC4 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $64,837 |
PICKETT, CHANEY & MCMULLEN LLP9+ years Service code 10 · EIN 48-1246310 | Accounting | $10,650 |
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 | $152,641 | $95,274+60.2% | $135,903+12.3% | $74,419+105.1% |
| Participation rate | 98.1% | 78.2%+19.9pp | 81.9%+16.2pp | 70.7%+27.4pp |
| Annual return | 17.72% | 32.77%-15.0pp | 68.23%-50.5pp | 34.38%-16.7pp |
| Employer contribution / active EE | $4,381 | $3,874+13.1% | $4,856-9.8% | $2,637+66.1% |
| Participant deferral / active EE | $9,043 | $7,782+16.2% | $7,758+16.6% | $4,528+99.7% |
| Admin fee / account holder | $181 | $266-32.0% | $10,762-98.3% | $348-48.0% |