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 9-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 INC4 years Service code 27 315 DEADERICK ST · NASHVILLE, TN 37238 | Advisory (Plan) | $24,762 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,671 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,940 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $59,010 | $65,435-9.8% | $86,677-31.9% | $66,914-11.8% |
| Participation rate | 99.0% | 75.5%+23.6pp | 76.6%+22.5pp | 69.8%+29.2pp |
| Annual return | -19.68% | -10.89%-8.8pp | 35.91%-55.6pp | 1.58%-21.3pp |
| Employer contribution / active EE | $3,481 | $2,153+61.7% | $2,836+22.7% | $2,544+36.8% |
| Participant deferral / active EE | $8,316 | $4,100+102.8% | $4,656+78.6% | $4,237+96.3% |
| Admin fee / account holder | $314 | $642-51.0% | $7,493-95.8% | $593-47.0% |