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 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $32,164 |
MARINER LLC2 years Filed as: MARINER Service code 27 531 W MORSE BLVD #200 · WINTER PARK, FL 53789 | Advisory (Plan) | $28,000 |
BENESYS, INC.5 years Service code 14 · EIN 39-1400101 11270 WEST PARK PLACE · MILWAUKEE, WI 53224 | Plan Administrator | $27,822 |
SIKICH LLP2 years Filed as: SIKICH CPA LLC Service code 10 · EIN 54-1172176 | Accounting | $23,338 |
THE PREVIANT LAW FIRM, S.C.7 years Service code 29 310 W WISCONSIN AVE · MILWAUKEE, WI 53203 | Legal | $21,400 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $35,560 | $95,880-62.9% | $107,525-66.9% | $85,563-58.4% |
| Participation rate | 100.0% | 70.1%+29.9pp | 75.1%+24.9pp | 66.0%+34.0pp |
| Annual return | 11.68% | 68.06%-56.4pp | 181.32%-169.6pp | 31.51%-19.8pp |
| Employer contribution / active EE | $1,833 | $3,812-51.9% | $3,754-51.2% | $2,654-30.9% |
| Participant deferral / active EE | $243 | $4,201-94.2% | $5,116-95.2% | $4,375-94.4% |
| Admin fee / account holder | $412 | $1,025-59.9% | $8,919-95.4% | $834-50.7% |