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 | $55,270 |
THE RETIREMENT ADVANTAGE INC5 years Filed as: THE RETIREMENT ADVANTAGE, INC Service code 13 · EIN 39-1816008 | Contract Administrator | $10,341 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 55 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Other Commissions | $618 |
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 | $128,047 | $132,049-3.0% | $200,582-36.2% | $74,304+72.3% |
| Participation rate | 69.7% | 84.1%-14.4pp | 86.9%-17.2pp | 60.3%+9.3pp |
| Annual return | 23.36% | 22.22%+1.1pp | 42.33%-19.0pp | 29.43%-6.1pp |
| Employer contribution / active EE | $2,974 | $4,558-34.7% | $6,419-53.7% | $2,241+32.7% |
| Participant deferral / active EE | $8,567 | $7,213+18.8% | $9,331-8.2% | $3,767+127.4% |
| Admin fee / account holder | $396 | $2,405-83.5% | $16,305-97.6% | $2,969-86.7% |