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 7-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 INC2 years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $57,503 |
Filed as: ALLIANT INSURANCE SERVICES Service code 13 101 PARK AVENUE · NEW YORK, NY 10178 | Contract Administrator | $12,308 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GRENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,346 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,906 |
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 | $63,290 | $52,450+20.7% | $129,295-51.0% | $74,546-15.1% |
| Participation rate | 88.0% | 53.8%+34.2pp | 69.6%+18.4pp | 67.2%+20.8pp |
| Annual return | 19.82% | 15.65%+4.2pp | 9429.28%-9409.5pp | 1366.03%-1346.2pp |
| Employer contribution / active EE | $2,553 | $1,532+66.6% | $4,157-38.6% | $2,624-2.7% |
| Participant deferral / active EE | $6,808 | $2,797+143.4% | $4,169+63.3% | $4,347+56.6% |
| Admin fee / account holder | $258 | $2,636-90.2% | $7,665-96.6% | $1,944-86.7% |