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 COMPANY OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $88,420 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PARKWAY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $50,000 |
ACTUARIAL BENEFITS CORP1 year Filed as: THE ACTUARIAL CONSULTING GROUP Service code 13 1640 HUGUENOT RD · MIDLOTHIAN, VA 23113 | Contract Administrator | $125 |
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 | $154,126 | $81,460+89.2% | $103,333+49.2% | $80,856+90.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 13.61% | 25.55%-11.9pp | 24.88%-11.3pp | 35.59%-22.0pp |
| Employer contribution / active EE | $5,232 | $3,105+68.5% | $3,868+35.3% | $2,755+89.9% |
| Participant deferral / active EE | $13,061 | $3,869+237.6% | $5,057+158.3% | $4,296+204.0% |
| Admin fee / account holder | $709 | $6,566-89.2% | $8,355-91.5% | $6,918-89.7% |