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 LIFE & ANNUITY INS CO OF NY Service code 64 8515 EAST ORCHID ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $135,979 |
EQUITABLE ADVISORS LLC2 years Filed as: EQUITABLE NETWORK LLC Service code 55 2550 INTERSTATE DR · HARRISBURG, PA 17110 | Other Commissions | $49,912 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,572 | $91,407-41.4% | $135,903-60.6% | $71,457-25.0% |
| Participation rate | 89.7% | 75.7%+14.1pp | 81.9%+7.8pp | 67.9%+21.8pp |
| Annual return | 12.64% | 29.90%-17.3pp | 68.23%-55.6pp | 28.85%-16.2pp |
| Employer contribution / active EE | $2,677 | $3,703-27.7% | $4,856-44.9% | $2,588+3.5% |
| Participant deferral / active EE | $6,662 | $7,092-6.1% | $7,758-14.1% | $4,289+55.3% |
| Admin fee / account holder | $406 | $1,266-67.9% | $10,762-96.2% | $1,587-74.4% |