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 3-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 | $81,160 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $51,609 |
RETIREMENT SOLUTIONS SPECIALISTS2+ years Service code 13 · EIN 27-0293282 | Contract Administrator | $27,921 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $944 |
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 | $61,764 | $89,282-30.8% | $94,646-34.7% | $74,419-17.0% |
| Participation rate | 94.9% | 82.4%+12.5pp | 80.8%+14.1pp | 70.7%+24.2pp |
| Annual return | 18.90% | 25.96%-7.1pp | 156.71%-137.8pp | 34.38%-15.5pp |
| Employer contribution / active EE | $3,957 | $3,022+30.9% | $3,672+7.8% | $2,637+50.0% |
| Participant deferral / active EE | $7,580 | $8,425-10.0% | $7,418+2.2% | $4,528+67.4% |
| Admin fee / account holder | $260 | $219+18.9% | $7,231-96.4% | $348-25.2% |