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 |
|---|---|---|
UBS FINANCIAL SERVICES INC6 years Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $43,670 |
C-BEN GROUP3 years Service code 13 1408 SIXTH AVE · BELMOT, CA 94002 | Contract Administrator | $8,735 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,884 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $100,664 | $80,673+24.8% | $101,326-0.7% | $84,808+18.7% |
| Participation rate | 79.6% | 77.8%+1.8pp | 81.5%-1.9pp | 68.3%+11.3pp |
| Annual return | 24.02% | 38.95%-14.9pp | 36.82%-12.8pp | 40.90%-16.9pp |
| Employer contribution / active EE | $4,390 | $2,698+62.7% | $3,665+19.8% | $2,631+66.9% |
| Participant deferral / active EE | $15,797 | $6,840+130.9% | $7,994+97.6% | $4,212+275.1% |
| Admin fee / account holder | $280 | $12,784-97.8% | $11,185-97.5% | $7,344-96.2% |