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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 62 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping fees; Float revenue | $88,781 |
AMERITAS LIFE INSURANCE CORP2 years Filed as: AMERITAS INVESTMENT CORP Service code 27 · EIN 47-0663374 | Advisory (Plan) | $29,128 |
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.)
Annual investment return 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 | $46,803 | $86,897-46.1% | $151,611-69.1% | $64,808-27.8% |
| Participation rate | 52.0% | 87.3%-35.3pp | 87.5%-35.5pp | 71.5%-19.5pp |
| Annual return | -69.66% | -3.57%-66.1pp | 3.33%-73.0pp | 32.82%-102.5pp |
| Employer contribution / active EE | $2,971 | $4,010-25.9% | $6,166-51.8% | $2,506+18.6% |
| Participant deferral / active EE | $5,300 | $6,690-20.8% | $8,363-36.6% | $4,310+23.0% |
| Admin fee / account holder | $464 | $153+203.2% | $11,616-96.0% | $188+146.9% |