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 |
|---|---|---|
UNIGLOBAL PENSION PLANNING, INC.4+ years Service code 13 · EIN 13-3601506 4114 LEGATO ROAD SUITE 300 · FAIRFAX, VA 22033 | Contract Administrator | $25,220 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,243 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $55,576 | $77,503-28.3% | $100,391-44.6% | $80,856-31.3% |
| Participation rate | 90.8% | 76.9%+13.8pp | 81.5%+9.3pp | 67.6%+23.2pp |
| Annual return | 14.16% | 37.20%-23.0pp | 49.20%-35.0pp | 35.59%-21.4pp |
| Employer contribution / active EE | $6,561 | $2,801+134.3% | $3,942+66.5% | $2,755+138.2% |
| Participant deferral / active EE | $12,875 | $6,820+88.8% | $8,082+59.3% | $4,296+199.7% |
| Admin fee / account holder | $401 | $5,897-93.2% | $7,899-94.9% | $6,918-94.2% |