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 |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $65,996 |
UBS FINANCIAL SERVICES INC3 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $41,716 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,459 |
Service code 13 · EIN 27-0293282 | Contract Administrator | $5,231 |
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 | $88,673 | $63,442+39.8% | $68,791+28.9% | $66,914+32.5% |
| Participation rate | 90.3% | 60.0%+30.3pp | 69.0%+21.3pp | 69.8%+20.5pp |
| Annual return | -15.38% | -8.29%-7.1pp | -6.38%-9.0pp | 1.58%-17.0pp |
| Employer contribution / active EE | $5,986 | $1,775+237.3% | $2,655+125.5% | $2,544+135.3% |
| Participant deferral / active EE | $6,753 | $2,945+129.3% | $3,941+71.3% | $4,237+59.4% |
| Admin fee / account holder | $623 | $577+7.8% | $4,932-87.4% | $593+4.9% |