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 CO. OF AM Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $47,649 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $25,577 |
THE AIMPOINT GROUP4 years Filed as: AIMPOINT GROUP LLC Service code 13 PO BOX 1586 · POMPANO BEACH, FL 33061 | Contract Administrator | $15,673 |
CETERA ADVISOR NETWORKS LLC4 years Service code 55 200 N PACIFIC COAST HWY · EL SEGUNDO, CA 902455670 | Other Commissions | $0 |
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.)
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 | $34,512 | $54,701-36.9% | $86,188-60.0% | $71,457-51.7% |
| Participation rate | 63.9% | 60.1%+3.8pp | 69.0%-5.1pp | 67.9%-4.0pp |
| Annual return | 13.23% | 20.06%-6.8pp | 1168.45%-1155.2pp | 28.85%-15.6pp |
| Employer contribution / active EE | $209 | $1,265-83.5% | $2,380-91.2% | $2,588-91.9% |
| Participant deferral / active EE | $3,281 | $3,108+5.6% | $3,985-17.7% | $4,289-23.5% |
| Admin fee / account holder | $325 | $1,922-83.1% | $6,852-95.3% | $1,587-79.5% |