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 |
|---|---|---|
ROBIN S. WEINGAST & ASSOCIATES, INC10+ years Service code 13 · EIN 11-2859146 GARDEN CITY CENTER · GARDEN CITY, NY 11530 | Contract Administrator | $140,953 |
Filed as: EMPOWERANNUITYINSURANCECOMPANYOFAME Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $68,895 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS LLC Service code 99 6504 BRIDGE POINT PKWY STE 450 · AUSTING, TX 78730 | Other Fees | $15,694 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,998 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $45,101 | $53,136-15.1% | $155,509-71.0% | $199,593-77.4% |
| Participation rate | 19.0% | 64.1%-45.1pp | 78.2%-59.2pp | 72.0%-53.0pp |
| Annual return | 12.57% | 41.15%-28.6pp | 64.67%-52.1pp | 34.25%-21.7pp |
| Employer contribution / active EE | $0 | $1,851-100.0% | $4,672-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $896 | $3,161-71.7% | $5,626-84.1% | $5,087-82.4% |
| Admin fee / account holder | $282 | $185+52.1% | $15,912-98.2% | $269+4.9% |