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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,192 |
Service code 27 250 W MAIN ST STE 3150 · LEXINGTON, KY 40507 | Advisory (Plan) | $21,433 |
ASCENSUS LLC3 years Filed as: ASCENSUS HOLDING INC DBA FUTUREPLA Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $13,245 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,948 |
ASCENSUS LLC5 years Filed as: ASCENSUS HOLDINGS INC DBA FUTUREPLA Service code 13 | Contract Administrator | $5,358 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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.