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 | $90,576 |
UBS FINANCIAL SERVICES INC3+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $57,763 |
RETIREMENT SOLUTIONS SPECIALISTS3+ years Service code 13 · EIN 27-0293282 | Contract Administrator | $25,727 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,748 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,141 | $89,808-19.7% | $100,391-28.1% | $77,643-7.1% |
| Participation rate | 96.7% | 81.2%+15.5pp | 81.5%+15.3pp | 70.6%+26.2pp |
| Annual return | 13.00% | 20.62%-7.6pp | 49.20%-36.2pp | 31.24%-18.2pp |
| Employer contribution / active EE | $3,896 | $3,039+28.2% | $3,942-1.1% | $2,726+42.9% |
| Participant deferral / active EE | $7,751 | $8,284-6.4% | $8,082-4.1% | $4,647+66.8% |
| Admin fee / account holder | $324 | $174+86.1% | $7,899-95.9% | $430-24.6% |