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 INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLIAGE, CO 80111 | Recordkeeping Fees | $81,800 |
Filed as: CAMBRIDGE INVESTEMENT RESEARCH INC Service code 55 | Other Commissions | $25,702 |
Service code 13 | Contract Administrator | $11,237 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLIAGE, CO 80111 | Investment Management | $6,447 |
Filed as: UNIGLOBAL PENSION PLANNING, INC Service code 13 4114 LEGATO ROAD · FAIRFAX, VA 22033 | Contract Administrator | $1,425 |
CAMBRIDGE INVESTEMENT RESERACH INC1 year Service code 55 1766 PLEASANT PLAN RD · FAIRFIELD, IA 52556 | Other Commissions | $0 |
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 | $115,002 | $67,984+69.2% | $65,493+75.6% | $74,304+54.8% |
| Participation rate | 93.5% | 66.3%+27.2pp | 73.1%+20.4pp | 60.3%+33.1pp |
| Annual return | 20.12% | 19.87%+0.3pp | 982.45%-962.3pp | 29.43%-9.3pp |
| Employer contribution / active EE | $6,723 | $2,491+169.9% | $2,574+161.2% | $2,241+200.0% |
| Participant deferral / active EE | $12,199 | $3,346+264.5% | $3,961+208.0% | $3,767+223.8% |
| Admin fee / account holder | $558 | $1,373-59.4% | $5,028-88.9% | $2,969-81.2% |