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 4-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 | $99,473 |
UBS FINANCIAL SERVICES INC4+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $47,341 |
RETIREMENT SOLUTIONS SPECIALISTS4+ years Service code 13 · EIN 27-0293282 | Contract Administrator | $17,033 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,201 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $61,614 | $122,239-49.6% | $184,203-66.6% | $74,495-17.3% |
| Participation rate | 92.4% | 85.5%+6.9pp | 86.8%+5.6pp | 67.2%+25.2pp |
| Annual return | 18.52% | 19.95%-1.4pp | 28.81%-10.3pp | 1364.94%-1346.4pp |
| Employer contribution / active EE | $5,842 | $4,537+28.7% | $6,427-9.1% | $2,623+122.7% |
| Participant deferral / active EE | $9,170 | $7,139+28.5% | $9,131+0.4% | $4,346+111.0% |
| Admin fee / account holder | $635 | $1,260-49.6% | $13,901-95.4% | $1,942-67.3% |