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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $510,886 |
UBS FINANCIAL SERVICES INC7+ years Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $50,000 |
Service code 16 · EIN 34-1820650 | Consulting | $900 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $54,470 | $64,975-16.2% | $97,226-44.0% | $106,382-48.8% |
| Participation rate | 50.1% | 45.4%+4.7pp | 72.7%-22.6pp | 69.9%-19.8pp |
| Annual return | 14.44% | 15.21%-0.8pp | 75.13%-60.7pp | 17.37%-2.9pp |
| Employer contribution / active EE | $559 | $1,126-50.4% | $2,729-79.5% | $3,364-83.4% |
| Participant deferral / active EE | $1,693 | $2,466-31.3% | $4,264-60.3% | $5,569-69.6% |
| Admin fee / account holder | $69 | $69+0.9% | $5,654-98.8% | $79-12.7% |