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 ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,407 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $8,668 |
MAXUS PLAN SOLUTIONS1 year Filed as: MAXUS PLAN SOLUTIONS INC. Service code 13 | Contract Administrator | $8,140 |
MAXUS PLAN SOLUTIONS1 year Filed as: MAXUS PLAN SOLUTIONS INC Service code 13 15720 BRIXHAM HILL AVE · CHARLOTTE, NC 28277 | Contract Administrator | $800 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $181 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $41,383 | $61,272-32.5% | $149,673-72.4% | $71,457-42.1% |
| Participation rate | 65.2% | 62.5%+2.7pp | 78.8%-13.6pp | 67.9%-2.7pp |
| Annual return | 17.21% | 35.85%-18.6pp | 134.42%-117.2pp | 28.85%-11.6pp |
| Employer contribution / active EE | $1,721 | $2,378-27.6% | $4,818-64.3% | $2,588-33.5% |
| Participant deferral / active EE | $4,134 | $2,917+41.7% | $5,680-27.2% | $4,289-3.6% |
| Admin fee / account holder | $138 | $1,261-89.0% | $13,210-99.0% | $1,587-91.3% |