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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $69,705 |
UBS FINANCIAL SERVICES INC4 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $45,902 |
Service code 13 · EIN 27-0293282 | Contract Administrator | $12,167 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $596 |
Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $400 |
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 | $114,313 | $51,045+123.9% | $70,515+62.1% | $71,457+60.0% |
| Participation rate | 88.4% | 59.4%+29.0pp | 68.3%+20.0pp | 67.9%+20.5pp |
| Annual return | 15.25% | 42.63%-27.4pp | 32.77%-17.5pp | 28.85%-13.6pp |
| Employer contribution / active EE | $5,872 | $1,790+228.0% | $2,973+97.5% | $2,588+126.9% |
| Participant deferral / active EE | $6,791 | $3,026+124.4% | $4,567+48.7% | $4,289+58.3% |
| Admin fee / account holder | $683 | $1,994-65.7% | $6,412-89.3% | $1,587-57.0% |