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 VILLAGE, CO 80111 | Recordkeeping Fees | $18,740 |
SYM FINANCIAL CORPORATION2 years Service code 27 801 PARK AVE · WINONA LAKE, IN 46590 | Advisory (Plan) | $18,241 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,715 | $49,915-36.5% | $154,803-79.5% | $74,304-57.3% |
| Participation rate | 65.2% | 54.0%+11.3pp | 78.1%-12.9pp | 60.3%+4.9pp |
| Annual return | 18.59% | 34.06%-15.5pp | 58.88%-40.3pp | 29.43%-10.8pp |
| Employer contribution / active EE | $2,644 | $1,611+64.1% | $4,305-38.6% | $2,241+18.0% |
| Participant deferral / active EE | $1,709 | $2,255-24.2% | $5,540-69.1% | $3,767-54.6% |
| Admin fee / account holder | $336 | $2,189-84.6% | $14,329-97.7% | $2,969-88.7% |