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 4-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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,319 |
LPL FINANCIAL1+ years Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $12,315 |
PASI, LLC1+ years Filed as: PASI INVESTMENTS Service code 27 10 TALCOTT NOTCH RD. STE 200 · FARMINGTON, DC 06032 | Advisory (Plan) | $9,648 |
PASI, LLC1+ years Service code 13 10 TALCOTT NOTCH ROAD, SUITE 200 · FARMINGTON, CT 06032 | Contract Administrator | $5,106 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,686 | $65,061+4.0% | $143,757-52.9% | $66,914+1.2% |
| Participation rate | 67.2% | 65.2%+2.0pp | 80.3%-13.1pp | 69.8%-2.6pp |
| Annual return | -16.97% | -11.14%-5.8pp | -0.04%-16.9pp | 1.58%-18.6pp |
| Employer contribution / active EE | $2,186 | $2,361-7.4% | $4,951-55.8% | $2,544-14.1% |
| Participant deferral / active EE | $5,529 | $2,919+89.4% | $5,637-1.9% | $4,237+30.5% |
| Admin fee / account holder | $408 | $502-18.6% | $14,673-97.2% | $593-31.1% |