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 5-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 |
|---|---|---|
UBS FINANCIAL SERVICES INC3 years Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $14,398 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,634 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $716 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,401 | $62,127-15.7% | $81,382-35.6% | $74,495-29.7% |
| Participation rate | 39.3% | 64.0%-24.8pp | 69.5%-30.2pp | 67.2%-27.9pp |
| Annual return | 12.28% | 16.48%-4.2pp | 24.73%-12.5pp | 1364.94%-1352.7pp |
| Employer contribution / active EE | $515 | $1,882-72.7% | $2,463-79.1% | $2,623-80.4% |
| Participant deferral / active EE | $1,608 | $3,229-50.2% | $3,883-58.6% | $4,346-63.0% |
| Admin fee / account holder | $317 | $1,934-83.6% | $5,768-94.5% | $1,942-83.7% |