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 |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $578,144 |
Filed as: PRIME PENSIONS, INC. Service code 13 25B VREELAND ROAD · FLORHAM PARK, NJ 07932 | Contract Administrator | $546,780 |
Filed as: EMPOWER ANNUITY INSURANCE CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $419,850 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $152,826 |
Service code 10 · EIN 22-3365677 | Accounting | $35,000 |
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 | $69,238 | $122,186-43.3% | $146,958-52.9% | $199,593-65.3% |
| Participation rate | 94.1% | 78.3%+15.8pp | 82.2%+11.9pp | 72.0%+22.1pp |
| Annual return | 13.32% | 30.56%-17.2pp | 418.34%-405.0pp | 34.25%-20.9pp |
| Employer contribution / active EE | $5,208 | $4,093+27.2% | $4,933+5.6% | $3,034+71.6% |
| Participant deferral / active EE | $5,651 | $8,502-33.5% | $8,070-30.0% | $5,087+11.1% |
| Admin fee / account holder | $174 | $179-2.7% | $12,998-98.7% | $269-35.3% |