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 INC3 years Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $34,356 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,945 |
PREMIER PLAN CONSULTANTS2 years Filed as: PREMIER PLAN CONSULTANTS INC Service code 13 6215 FERRIS SQ STE 201 · SAN DIEGO, CA 92121 | Contract Administrator | $9,489 |
HIGHBURY DEFENSE GROUP1 year Service code 27 2725 CONGRESS ST · SAN DIEGO, CA 92110 | Advisory (Plan) | $1,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $639 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,834 | $101,317-29.1% | $146,958-51.1% | $74,495-3.6% |
| Participation rate | 80.9% | 75.5%+5.3pp | 82.2%-1.3pp | 67.2%+13.7pp |
| Annual return | 20.62% | 8730.91%-8710.3pp | 418.34%-397.7pp | 1364.94%-1344.3pp |
| Employer contribution / active EE | $4,091 | $3,810+7.4% | $4,933-17.1% | $2,623+55.9% |
| Participant deferral / active EE | $9,285 | $7,303+27.1% | $8,070+15.1% | $4,346+113.7% |
| Admin fee / account holder | $345 | $1,739-80.2% | $12,998-97.3% | $1,942-82.2% |