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 | $30,642 |
LPL FINANCIAL5 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $26,090 |
RAINER & COMPANY9+ years Service code 10 2 CAMPUS BLVD STE 220 · NEWTON SQUARE, PA 19073 | Accounting | $14,106 |
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.)
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 | $58,708 | $65,390-10.2% | $169,368-65.3% | $71,457-17.8% |
| Participation rate | 57.7% | 67.0%-9.3pp | 77.1%-19.5pp | 67.9%-10.3pp |
| Annual return | 11.25% | 21.31%-10.1pp | 405.60%-394.4pp | 28.85%-17.6pp |
| Employer contribution / active EE | $468 | $2,079-77.5% | $4,013-88.3% | $2,588-81.9% |
| Participant deferral / active EE | $2,497 | $4,367-42.8% | $6,221-59.9% | $4,289-41.8% |
| Admin fee / account holder | $366 | $1,324-72.3% | $9,003-95.9% | $1,587-76.9% |