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 | $133,155 |
EQUITABLE ADVISORS LLC3 years Filed as: EQUITABLE NETWORK LLC Service code 55 2550 INTERSTATE DR · HARRISBURG, PA 17110 | Other Commissions | $64,904 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,137 |
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 | $54,782 | $101,317-45.9% | $146,958-62.7% | $74,495-26.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 15.94% | 8730.91%-8715.0pp | 418.34%-402.4pp | 1364.94%-1349.0pp |
| Employer contribution / active EE | $6,138 | $3,810+61.1% | $4,933+24.4% | $2,623+134.0% |
| Participant deferral / active EE | $7,064 | $7,303-3.3% | $8,070-12.5% | $4,346+62.5% |
| Admin fee / account holder | $382 | $1,739-78.0% | $12,998-97.1% | $1,942-80.3% |