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 INC10+ years Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $17,415 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,987 |
Service code 10 9401 W 87TH ST STE 200 · OVERLAND PARK, KS 66212 | Accounting | $10,350 |
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 | $69,012 | $79,184-12.8% | $102,438-32.6% | $74,546-7.4% |
| Participation rate | 68.9% | 74.8%-5.9pp | 76.5%-7.6pp | 67.2%+1.6pp |
| Annual return | 14.26% | 54.95%-40.7pp | 29.37%-15.1pp | 1366.03%-1351.8pp |
| Employer contribution / active EE | $1,962 | $2,362-16.9% | $3,024-35.1% | $2,624-25.3% |
| Participant deferral / active EE | $2,415 | $4,414-45.3% | $5,054-52.2% | $4,347-44.4% |
| Admin fee / account holder | $331 | $2,001-83.4% | $9,448-96.5% | $1,944-82.9% |