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 6-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 Service code 64 · EIN 84-1455663 | Recordkeeping Fees | $39,507 |
UBS FINANCIAL SERVICES INC6+ years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $19,152 |
QUALIFIED PLANS, LLC3 years Filed as: QUALIFIED PLAN CONSULTANTS, LLC Service code 13 · EIN 20-0223513 | Contract Administrator | $1,539 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $76,734 | $101,499-24.4% | $147,005-47.8% | $74,546+2.9% |
| Participation rate | 80.7% | 75.5%+5.2pp | 82.2%-1.4pp | 67.2%+13.5pp |
| Annual return | 12.59% | 8732.34%-8719.8pp | 418.76%-406.2pp | 1366.03%-1353.4pp |
| Employer contribution / active EE | $713 | $3,811-81.3% | $4,934-85.5% | $2,624-72.8% |
| Participant deferral / active EE | $4,013 | $7,304-45.1% | $8,070-50.3% | $4,347-7.7% |
| Admin fee / account holder | $193 | $1,748-89.0% | $13,006-98.5% | $1,944-90.1% |