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 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $98,876 |
UBS FINANCIAL SERVICES INC8 years Filed as: UBS FINANCIAL SERVICES, INC Service code 27 · EIN 13-2638166 | Advisory (Plan) | $65,182 |
Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 13 · EIN 31-1582098 28126 NETWORK PLACE · CHICAGO, IL 606731281 | Contract Administrator | $28,211 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $36,762 | $89,436-58.9% | $164,813-77.7% | $77,643-52.7% |
| Participation rate | 92.0% | 78.6%+13.3pp | 78.6%+13.3pp | 70.6%+21.4pp |
| Annual return | 23.10% | 28.83%-5.7pp | 69.93%-46.8pp | 31.24%-8.1pp |
| Employer contribution / active EE | $1,567 | $2,569-39.0% | $4,341-63.9% | $2,726-42.5% |
| Participant deferral / active EE | $4,028 | $4,897-17.7% | $6,031-33.2% | $4,647-13.3% |
| Admin fee / account holder | $80 | $339-76.5% | $12,690-99.4% | $430-81.4% |