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: GLOBAL RETIREMENT PARTNERS Service code 27 | Advisory (Plan) | $26,162 |
Filed as: EMPOWER ANNUITY INSURANCE Service code 64 | Recordkeeping Fees | $25,538 |
ADP BROKER-DEALER5 years Filed as: PENSION CONSULTANTS CO., INC. Service code 13 · EIN 39-1894140 | Contract Administrator | $16,281 |
Filed as: WELLTH ADVISORY SERVICS, LLC Service code 27 | Advisory (Plan) | $14,469 |
Filed as: EMPOWER ADVISORY ASSETS GROUP, LLC Service code 28 | Investment Management | $14,075 |
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 | $43,934 | $58,926-25.4% | $97,226-54.8% | $74,495-41.0% |
| Participation rate | 72.9% | 63.5%+9.4pp | 72.7%+0.2pp | 67.2%+5.7pp |
| Annual return | 13.28% | 16.04%-2.8pp | 75.13%-61.9pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $1,495 | $1,894-21.1% | $2,729-45.2% | $2,623-43.0% |
| Participant deferral / active EE | $4,268 | $3,664+16.5% | $4,264+0.1% | $4,346-1.8% |
| Admin fee / account holder | $444 | $1,974-77.5% | $5,654-92.2% | $1,942-77.1% |