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 INSUR CO OF AMERICA Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $63,635 |
UBS FINANCIAL SERVICES INC8 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $30,000 |
ASCENSUS LLC1 year Filed as: RETIREMENT MANAGEMENT SERVICES LLC Service code 13 · EIN 31-1560462 905 LILY CREEK RD · LOUISVILLE, KY 40243 | Contract Administrator | $14,461 |
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 | $219,888 | $65,561+235.4% | $91,541+140.2% | $74,304+195.9% |
| Participation rate | 85.7% | 56.6%+29.1pp | 69.8%+15.9pp | 60.3%+25.4pp |
| Annual return | 13.65% | 17.68%-4.0pp | 20.50%-6.8pp | 29.43%-15.8pp |
| Employer contribution / active EE | $6,260 | $1,717+264.6% | $2,505+149.9% | $2,241+179.3% |
| Participant deferral / active EE | $9,199 | $2,918+215.3% | $4,008+129.5% | $3,767+144.2% |
| Admin fee / account holder | $693 | $3,333-79.2% | $6,956-90.0% | $2,969-76.6% |