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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,992 |
HIGHLAND FINANCIAL, LTD6 years Filed as: HIGHLAND FINANCIAL LTD Service code 27 · EIN 25-1616884 915 MENOHER BLVD STE A · JOHNSTOWN, PA 15905 | Advisory (Plan) | $10,142 |
EPIC RETIREMENT PLAN SERVICES9+ years Filed as: RETIREMENT PLAN SOLUTIONS Service code 13 · EIN 30-0337628 PO BOX 250 · TIPTON, PA 16684 | Contract Administrator | $1,416 |
LPL FINANCIAL1 year Service code 55 PO BOX 509026 · SAN DIEGO, CA 92150 | Other Commissions | $744 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $11,578 | $61,272-81.1% | $149,673-92.3% | $71,457-83.8% |
| Participation rate | 95.3% | 62.5%+32.8pp | 78.8%+16.5pp | 67.9%+27.3pp |
| Annual return | 16.73% | 35.85%-19.1pp | 134.42%-117.7pp | 28.85%-12.1pp |
| Employer contribution / active EE | $678 | $2,378-71.5% | $4,818-85.9% | $2,588-73.8% |
| Participant deferral / active EE | $1,943 | $2,917-33.4% | $5,680-65.8% | $4,289-54.7% |
| Admin fee / account holder | $31 | $1,261-97.5% | $13,210-99.8% | $1,587-98.0% |