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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $33,024 |
LPL FINANCIAL4 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $26,974 |
RAINER & COMPANY8+ years Service code 10 2 CAMPUS BLVD STE 220 · NEWTON SQUARE, PA 19073 | Accounting | $13,990 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $56,046 | $59,159-5.3% | $159,960-65.0% | $66,914-16.2% |
| Participation rate | 64.6% | 68.1%-3.5pp | 78.0%-13.4pp | 69.8%-5.2pp |
| Annual return | -16.51% | -12.26%-4.3pp | 408.60%-425.1pp | 1.58%-18.1pp |
| Employer contribution / active EE | $516 | $1,983-74.0% | $4,226-87.8% | $2,544-79.7% |
| Participant deferral / active EE | $2,738 | $4,395-37.7% | $6,182-55.7% | $4,237-35.4% |
| Admin fee / account holder | $396 | $591-32.9% | $8,698-95.4% | $593-33.2% |