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 | $50,324 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH INC. Service code 27 · EIN 20-1665305 1776 PLEASANT PLAIN RD. · FAIRFIELD, IA 52556 | Advisory (Plan) | $31,997 |
Service code 13 · EIN 68-0414789 590 LENNON LANE · WALNUT CREEK, CA 94598 | Contract Administrator | $9,150 |
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 | $210,437 | $109,881+91.5% | $150,045+40.2% | $84,808+148.1% |
| Participation rate | 91.5% | 76.1%+15.4pp | 82.3%+9.1pp | 68.3%+23.2pp |
| Annual return | 12.95% | 28.25%-15.3pp | 62.55%-49.6pp | 40.90%-28.0pp |
| Employer contribution / active EE | $8,749 | $3,561+145.7% | $4,693+86.4% | $2,631+232.6% |
| Participant deferral / active EE | $7,984 | $6,636+20.3% | $7,997-0.2% | $4,212+89.6% |
| Admin fee / account holder | $681 | $8,568-92.1% | $13,435-94.9% | $7,344-90.7% |