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 6-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 | $25,137 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 4340 REDWOOD HWY, SUITE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $21,465 |
ASCENSUS LLC3 years Filed as: ASCENSUS HOLDINGS, INC. Service code 13 · EIN 82-3719843 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $5,541 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,618 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $55,764 | $44,960+24.0% | $84,966-34.4% | $74,495-25.1% |
| Participation rate | 52.3% | 49.4%+2.9pp | 67.5%-15.2pp | 67.2%-14.9pp |
| Annual return | 12.28% | 26.24%-14.0pp | 66.38%-54.1pp | 1364.94%-1352.7pp |
| Employer contribution / active EE | $1,399 | $1,457-4.0% | $2,727-48.7% | $2,623-46.7% |
| Participant deferral / active EE | $1,521 | $2,731-44.3% | $4,519-66.4% | $4,346-65.0% |
| Admin fee / account holder | $344 | $2,209-84.4% | $6,149-94.4% | $1,942-82.3% |