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 7-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 |
|---|---|---|
UBS FINANCIAL SERVICES INC6+ years Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $28,912 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,334 |
PNC BANK, N.A.1 year Filed as: PNC BANK Service code 27 1900 E 9TH ST · CLEVELAND, OH 44114 | Advisory (Plan) | $7,393 |
Filed as: RETIRMENT MGMT SERVICES LLC Service code 13 · EIN 31-1560462 | Contract Administrator | $3,769 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,665 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,697 | $79,171+14.6% | $102,423-11.4% | $74,495+21.8% |
| Participation rate | 93.8% | 74.8%+19.0pp | 76.5%+17.3pp | 67.2%+26.6pp |
| Annual return | 26.26% | 54.93%-28.7pp | 29.32%-3.1pp | 1364.94%-1338.7pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $3,023-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $4,834 | $4,415+9.5% | $5,053-4.3% | $4,346+11.2% |
| Admin fee / account holder | $190 | $2,001-90.5% | $9,451-98.0% | $1,942-90.2% |