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 AME Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $100,658 |
SHERIDAN ROAD ADVISORS LLC3 years Filed as: HUB INVESTMENT ADVISORS INC Service code 27 11516 MIRACLE HILLS DR SUITE 100 · OMAHA, NE 68154 | Advisory (Plan) | $40,027 |
ASCENSUS LLC2 years Filed as: ASCENSUS HOLDINGS INC. Service code 13 · EIN 11-3665754 DBA FUTUREPLAN ADMINISTRATIVE · SAN DIEGO, CA 92101 | Contract Administrator | $30,322 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,377 |
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 | $64,543 | $82,917-22.2% | $103,333-37.5% | $77,643-16.9% |
| Participation rate | 95.1% | 71.6%+23.5pp | 74.5%+20.5pp | 70.6%+24.5pp |
| Annual return | 14.41% | 19.13%-4.7pp | 24.88%-10.5pp | 31.24%-16.8pp |
| Employer contribution / active EE | $3,264 | $3,552-8.1% | $3,868-15.6% | $2,726+19.7% |
| Participant deferral / active EE | $6,409 | $4,108+56.0% | $5,057+26.7% | $4,647+37.9% |
| Admin fee / account holder | $430 | $638-32.6% | $8,355-94.9% | $430-0.1% |