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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31,039 |
SAGEPOINT FINANCIAL INC9+ years Filed as: FSC SECURITIES CORPORATION Service code 27 2300 WINDY RIDGE PKWY STE 1100 · ATLANTA, GA 30339 | Advisory (Plan) | $18,734 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $58,281 | $48,335+20.6% | $121,098-51.9% | $71,457-18.4% |
| Participation rate | 54.6% | 54.3%+0.4pp | 69.5%-14.9pp | 67.9%-13.3pp |
| Annual return | 15.77% | 23.32%-7.6pp | 985.75%-970.0pp | 28.85%-13.1pp |
| Employer contribution / active EE | $1,615 | $1,489+8.5% | $4,164-61.2% | $2,588-37.6% |
| Participant deferral / active EE | $2,710 | $2,754-1.6% | $4,080-33.6% | $4,289-36.8% |
| Admin fee / account holder | $315 | $1,841-82.9% | $5,644-94.4% | $1,587-80.2% |