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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $58,812 |
UBS FINANCIAL SERVICES INC6 years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $38,477 |
Service code 13 · EIN 27-0293282 | Contract Administrator | $7,185 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,759 |
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 | $82,796 | $59,417+39.3% | $93,606-11.5% | $74,495+11.1% |
| Participation rate | 92.3% | 59.7%+32.6pp | 68.7%+23.6pp | 67.2%+25.1pp |
| Annual return | 12.21% | 81.83%-69.6pp | 133.20%-121.0pp | 1364.94%-1352.7pp |
| Employer contribution / active EE | $3,112 | $1,264+146.3% | $2,420+28.6% | $2,623+18.7% |
| Participant deferral / active EE | $5,916 | $3,050+94.0% | $4,411+34.1% | $4,346+36.1% |
| Admin fee / account holder | $803 | $3,021-73.4% | $8,285-90.3% | $1,942-58.7% |