Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 5-year trajectory for $4.99 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 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $75,729 |
UBS FINANCIAL SERVICES INC5+ years Filed as: UBS FINANCIAL SERVICES Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $45,466 |
BLUE CHIP RETIREMENT PLANS, INC.5+ years Service code 13 6737 W. WASHINGTON STREET · MILWAUKEE, WI 53214 | Contract Administrator | $15,098 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,061 | $88,982-42.6% | $102,438-50.2% | $77,671-34.3% |
| Participation rate | 95.8% | 80.9%+14.8pp | 76.5%+19.3pp | 70.6%+25.2pp |
| Annual return | 23.43% | 25.01%-1.6pp | 29.37%-5.9pp | 31.21%-7.8pp |
| Employer contribution / active EE | $3,767 | $2,698+39.6% | $3,024+24.6% | $2,726+38.2% |
| Participant deferral / active EE | $7,692 | $5,144+49.6% | $5,054+52.2% | $4,648+65.5% |
| Admin fee / account holder | $232 | $236-1.4% | $9,448-97.5% | $430-46.1% |