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 7-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 |
|---|---|---|
ENZA FINANCIAL LLC4 years Service code 27 6450 ROCKSIDE WOODS BLVD S · INDEPENDENCE, OH 44131 | Advisory (Plan) | $89,007 |
Filed as: EMPOWER ANNUITY INS. CO OF AMERICA Service code 50 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Direct Payment | $71,801 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $17,798 |
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 | $65,260 | $98,727-33.9% | $113,168-42.3% | $85,563-23.7% |
| Participation rate | 95.5% | 80.8%+14.7pp | 76.6%+19.0pp | 66.0%+29.6pp |
| Annual return | 13.82% | 17.43%-3.6pp | 24.27%-10.4pp | 31.51%-17.7pp |
| Employer contribution / active EE | $4,931 | $2,907+69.6% | $2,975+65.7% | $2,654+85.8% |
| Participant deferral / active EE | $3,053 | $5,424-43.7% | $5,107-40.2% | $4,375-30.2% |
| Admin fee / account holder | $325 | $357-8.9% | $12,068-97.3% | $834-61.1% |