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 15 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $30,522 |
Filed as: TRUOG-RYDING COMPANY INC Service code 16 · EIN 95-3497679 2659 TOWNSGATE ROAD · WESTLAKE VILLAGE, CA 91361 | Consulting | $14,806 |
PENSION ASSURANCE LLP4 years Filed as: PENSION ASSURANCE Service code 10 · EIN 30-0840934 20335 VENTURA BLVD · WOODLAND HILLS, CA 91364 | Accounting | $14,500 |
Service code 27 3355 COCHRAN ST · SIMI VALLEY, CA 93063 | Advisory (Plan) | $3,820 |
Service code 55 5707 SOUTHWEST PKWY · AUSTIN, TX 78735 | 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 | $67,440 | $130,194-48.2% | $169,993-60.3% | $71,457-5.6% |
| Participation rate | 91.7% | 86.1%+5.6pp | 87.0%+4.7pp | 67.9%+23.8pp |
| Annual return | 19.22% | 20.37%-1.1pp | 53.37%-34.2pp | 28.85%-9.6pp |
| Employer contribution / active EE | $4,536 | $4,381+3.5% | $6,785-33.2% | $2,588+75.3% |
| Participant deferral / active EE | $9,648 | $6,923+39.4% | $10,408-7.3% | $4,289+125.0% |
| Admin fee / account holder | $318 | $966-67.1% | $12,815-97.5% | $1,587-80.0% |