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 INC4 years Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $60,266 |
WHITLEY PENN LLP1 year Service code 10 1400 WEST 7TH STREET SUITE 400 · FORT WORTH, TX 76102 | Accounting | $11,540 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,113 |
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $255,427 | $56,357+353.2% | $104,294+144.9% | $68,494+272.9% |
| Participation rate | 87.3% | 63.3%+24.1pp | 73.3%+14.1pp | 67.9%+19.5pp |
| Annual return | -17.58% | -9.19%-8.4pp | 24.61%-42.2pp | -7.84%-9.7pp |
| Employer contribution / active EE | $4,062 | $1,960+107.2% | $3,372+20.5% | $2,596+56.4% |
| Participant deferral / active EE | $13,167 | $3,077+327.9% | $4,625+184.7% | $4,027+227.0% |
| Admin fee / account holder | $696 | $4,903-85.8% | $7,339-90.5% | $5,403-87.1% |