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 5-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 | $89,481 |
RETIREMENT SOLUTIONS SPECIALISTS5+ years Service code 13 · EIN 27-0293282 | Contract Administrator | $40,246 |
UBS FINANCIAL SERVICES INC5+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $22,396 |
Filed as: FIRST CITIZENS BANK AND TRUST COMPA Service code 27 PO BOX 29522 · RALEIGH, NC 27626 | Advisory (Plan) | $16,703 |
WARREN AVERETT, LLC3 years Service code 10 2500 ACTON RD · BIRMINGHAM, AL 35243 | Accounting | $11,550 |
Filed as: EMPOWER ADVISORY GROUP, LL Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $473 |
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 | $25,505 | $50,982-50.0% | $154,803-83.5% | $85,563-70.2% |
| Participation rate | 89.0% | 59.8%+29.2pp | 78.1%+10.9pp | 66.0%+23.0pp |
| Annual return | 13.98% | 30.35%-16.4pp | 58.88%-44.9pp | 31.51%-17.5pp |
| Employer contribution / active EE | $0 | $1,708-100.0% | $4,305-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $3,916 | $2,474+58.3% | $5,540-29.3% | $4,375-10.5% |
| Admin fee / account holder | $233 | $846-72.4% | $14,329-98.4% | $834-72.0% |