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 4-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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $148,275 |
RETIREMENT SOLUTIONS SPECIALISTS4+ years Service code 13 · EIN 27-0293282 | Contract Administrator | $65,258 |
UBS FINANCIAL SERVICES INC4+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $54,568 |
WARREN AVERETT, LLC2 years Service code 10 2500 ACTON RD · BIRMINGHAM, AL 35243 | Accounting | $11,200 |
Filed as: EMPOWER ADVISORY GROUP, LL Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $340 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,908 | $50,820-49.0% | $155,567-83.3% | $77,671-66.6% |
| Participation rate | 86.4% | 63.1%+23.3pp | 78.2%+8.2pp | 70.6%+15.8pp |
| Annual return | 11.38% | 34.85%-23.5pp | 64.74%-53.4pp | 31.21%-19.8pp |
| Employer contribution / active EE | $0 | $1,993-100.0% | $4,674-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $3,827 | $2,823+35.5% | $5,628-32.0% | $4,648-17.7% |
| Admin fee / account holder | $310 | $436-28.9% | $15,916-98.1% | $430-28.0% |