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 | $85,433 |
FLAGSTAR ADVISORS INC1 year Service code 27 1400 BROADWAY 16TH FL · NEW YORK, NY 10018 | Advisory (Plan) | $55,036 |
CITRIN COOPERMAN2 years Filed as: CITRIN COOPERMAN & COMPANY LLP Service code 10 P O BOX 23945 · NEW YORK, NY 100873945 | Accounting | $46,200 |
NUKK-FREEMAN & CERRA PC1 year Service code 29 171 E RIDGEWOOD AVE · RIDGEWOOD, NJ 07450 | Legal | $3,019 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,752 | $31,741-3.1% | $56,411-45.5% | $199,593-84.6% |
| Participation rate | 25.5% | 32.3%-6.8pp | 52.5%-27.0pp | 72.0%-46.5pp |
| Annual return | 14.97% | 14.72%+0.2pp | 1701.33%-1686.4pp | 34.25%-19.3pp |
| Employer contribution / active EE | $254 | $508-50.0% | $1,039-75.5% | $3,034-91.6% |
| Participant deferral / active EE | $1,349 | $1,184+13.9% | $1,952-30.9% | $5,087-73.5% |
| Admin fee / account holder | $299 | $426-29.8% | $2,829-89.4% | $269+11.3% |