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 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $97,174 |
UBS FINANCIAL SERVICES INC4 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $45,550 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
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 | $85,571 | $82,978+3.1% | $129,995-34.2% | $71,457+19.8% |
| Participation rate | 96.7% | 74.1%+22.6pp | 78.5%+18.2pp | 67.9%+28.8pp |
| Annual return | 5.72% | 20.60%-14.9pp | -137.18%+142.9pp | 28.85%-23.1pp |
| Employer contribution / active EE | $402 | $2,622-84.7% | $4,320-90.7% | $2,588-84.5% |
| Participant deferral / active EE | $5,123 | $4,432+15.6% | $5,820-12.0% | $4,289+19.4% |
| Admin fee / account holder | $534 | $1,729-69.1% | $10,614-95.0% | $1,587-66.4% |