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 & ANNITY INSURANCE CO Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $44,755 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH INC. Service code 27 · EIN 20-1665305 1776 PLEASANT PLAIN RD. · FAIRFIELD, IA 52556 | Advisory (Plan) | $32,000 |
Service code 13 · EIN 68-0414789 590 LENNON LANE · WALNUT CREEK, CA 94598 | Contract Administrator | $28,015 |
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 | $206,960 | $102,317+102.3% | $146,958+40.8% | $80,856+156.0% |
| Participation rate | 82.9% | 75.8%+7.1pp | 82.2%+0.8pp | 67.6%+15.3pp |
| Annual return | 24.99% | 134.76%-109.8pp | 418.34%-393.3pp | 35.59%-10.6pp |
| Employer contribution / active EE | $11,460 | $3,713+208.6% | $4,933+132.3% | $2,755+316.0% |
| Participant deferral / active EE | $9,532 | $6,644+43.5% | $8,070+18.1% | $4,296+121.9% |
| Admin fee / account holder | $799 | $7,941-89.9% | $12,998-93.9% | $6,918-88.4% |