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 INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $168,833 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $91,644 |
SHERIDAN ROAD ADVISORS LLC2 years Filed as: HUB RETIREMENT AND WEALTH MGT Service code 99 · EIN 04-2623673 | Other Fees | $6,913 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,943 | $91,372-15.8% | $129,995-40.8% | $74,419+3.4% |
| Participation rate | 98.1% | 77.8%+20.3pp | 78.5%+19.6pp | 70.7%+27.3pp |
| Annual return | 15.54% | 23.21%-7.7pp | -137.18%+152.7pp | 34.38%-18.8pp |
| Employer contribution / active EE | $2,418 | $2,563-5.7% | $4,320-44.0% | $2,637-8.3% |
| Participant deferral / active EE | $5,406 | $4,721+14.5% | $5,820-7.1% | $4,528+19.4% |
| Admin fee / account holder | $335 | $283+18.1% | $10,614-96.8% | $348-3.8% |