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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $71,212 |
THE RETIREMENT ADVANTAGE INC4 years Filed as: THE RETIREMENT ADVANTAGE, INC Service code 13 · EIN 39-1816008 | Contract Administrator | $8,585 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $106,762 | $122,239-12.7% | $184,203-42.0% | $74,495+43.3% |
| Participation rate | 69.3% | 85.5%-16.1pp | 86.8%-17.5pp | 67.2%+2.1pp |
| Annual return | 20.44% | 19.95%+0.5pp | 28.81%-8.4pp | 1364.94%-1344.5pp |
| Employer contribution / active EE | $2,703 | $4,537-40.4% | $6,427-57.9% | $2,623+3.0% |
| Participant deferral / active EE | $7,606 | $7,139+6.5% | $9,131-16.7% | $4,346+75.0% |
| Admin fee / account holder | $551 | $1,260-56.2% | $13,901-96.0% | $1,942-71.6% |