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 |
|---|---|---|
Service code 27 · EIN 13-2638166 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $43,076 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $36,194 |
Filed as: MENGEL METZGER BARR & CO LLP Service code 10 · EIN 16-1092347 | Accounting | $3,250 |
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 | $68,545 | $78,485-12.7% | $106,213-35.5% | $74,495-8.0% |
| Participation rate | 96.5% | 72.8%+23.7pp | 75.3%+21.2pp | 67.2%+29.3pp |
| Annual return | 10.73% | 15.95%-5.2pp | 116.14%-105.4pp | 1364.94%-1354.2pp |
| Employer contribution / active EE | $1,976 | $2,523-21.7% | $3,171-37.7% | $2,623-24.7% |
| Participant deferral / active EE | $6,845 | $4,322+58.4% | $5,016+36.5% | $4,346+57.5% |
| Admin fee / account holder | $349 | $2,232-84.4% | $11,033-96.8% | $1,942-82.1% |