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 INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $38,182 |
Filed as: DUNBAR BENDER & ZAPF INC Service code 13 400 HOLIDAY DR STE 102 · PITTSBURGH, PA 15220 | Contract Administrator | $17,767 |
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 | $19,280 | $50,820-62.1% | $155,567-87.6% | $77,671-75.2% |
| Participation rate | 68.6% | 63.1%+5.4pp | 78.2%-9.6pp | 70.6%-2.0pp |
| Annual return | 11.73% | 34.85%-23.1pp | 64.74%-53.0pp | 31.21%-19.5pp |
| Employer contribution / active EE | $776 | $1,993-61.0% | $4,674-83.4% | $2,726-71.5% |
| Participant deferral / active EE | $2,281 | $2,823-19.2% | $5,628-59.5% | $4,648-50.9% |
| Admin fee / account holder | $72 | $436-83.5% | $15,916-99.5% | $430-83.3% |