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 CO OF AM Service code 28 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $32,412 |
L M KOHN & COMPANY9 years Service code 27 10151 CARVER RD., STE. 100 · CINCINNATI, OH 45242 | Advisory (Plan) | $24,753 |
PARADIGM BENEFITS LLC9 years Service code 13 300 E. BREMER AVE., STE. 220 · WAVERLY, IA 50677 | Contract Administrator | $12,352 |
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).
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 | $113,132 | $101,499+11.5% | $147,005-23.0% | $74,546+51.8% |
| Participation rate | 58.2% | 75.5%-17.3pp | 82.2%-23.9pp | 67.2%-9.0pp |
| Annual return | 16.11% | 8732.34%-8716.2pp | 418.76%-402.7pp | 1366.03%-1349.9pp |
| Employer contribution / active EE | $1,505 | $3,811-60.5% | $4,934-69.5% | $2,624-42.7% |
| Participant deferral / active EE | $4,544 | $7,304-37.8% | $8,070-43.7% | $4,347+4.5% |
| Admin fee / account holder | $355 | $1,748-79.7% | $13,006-97.3% | $1,944-81.8% |