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 10-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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $34,629 |
UBS FINANCIAL SERVICES INC6 years Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $25,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,877 |
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).
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 | $61,456 | $59,417+3.4% | $93,606-34.3% | $74,495-17.5% |
| Participation rate | 93.6% | 59.7%+33.9pp | 68.7%+24.9pp | 67.2%+26.4pp |
| Annual return | 9.90% | 81.83%-71.9pp | 133.20%-123.3pp | 1364.94%-1355.0pp |
| Employer contribution / active EE | $690 | $1,264-45.4% | $2,420-71.5% | $2,623-73.7% |
| Participant deferral / active EE | $5,442 | $3,050+78.4% | $4,411+23.4% | $4,346+25.2% |
| Admin fee / account holder | $264 | $3,021-91.2% | $8,285-96.8% | $1,942-86.4% |