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 INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $56,255 |
RBC WEALTH MANAGEMENT4 years Filed as: RBC CAPITAL MARKETS LLC Service code 55 | Other Commissions | $26,488 |
ASCENSUS LLC1 year Filed as: ASCENSUS, INC. Service code 99 | Other Fees | $5,190 |
ASCENSUS LLC2 years Filed as: FUTUREPLAN BY ASCENSUS Service code 13 1102 CHESTNUT HILLS PRKY SUITE 100 · FORT WAYNE, IN 46814 | Contract Administrator | $3,663 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 04-1590850 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1 |
ASCENSUS LLC1 year Filed as: FUTUREPAN CONSULTING Service code 13 · EIN 11-3665754 PO BOX 55757 · BOSTON, MA 02205 | Contract Administrator | $0 |
RBC WEALTH MANAGEMENT1 year Filed as: RBC CAPITAL MARKETS, LLC Service code 55 · EIN 41-1416330 60 S 6TH ST COMMISSIONS ACCTG · MINNEAPOLIS, MN 55402 | Other Commissions | $0 |
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 | $82,211 | $92,971-11.6% | $96,683-15.0% | $74,419+10.5% |
| Participation rate | 44.0% | 71.5%-27.5pp | 74.3%-30.3pp | 70.7%-26.7pp |
| Annual return | 22.05% | 37.49%-15.4pp | 35.69%-13.6pp | 34.38%-12.3pp |
| Employer contribution / active EE | $1,550 | $3,426-54.8% | $3,737-58.5% | $2,637-41.2% |
| Participant deferral / active EE | $3,119 | $3,970-21.4% | $4,878-36.1% | $4,528-31.1% |
| Admin fee / account holder | $401 | $633-36.6% | $6,730-94.0% | $348+15.4% |