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 6-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 COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,805 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $28,441 |
SIKICH LLP3+ years Service code 10 | Accounting | $24,298 |
PENTEGRA SERVICES, INC.2 years Filed as: PENTEGRA SERVICES INC. Service code 13 5350 SEVENTY SEVEN CENTER DR. · CHARLOTTE, NC 28217 | Contract Administrator | $20,248 |
Filed as: BLUE CHIP RETIREMENT PLANS INC. Service code 13 6737 W WASHINGTON, #1105 · MILWAUKEE, WI 53214 | Contract Administrator | $11,517 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,832 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $27,458 | $82,202-66.6% | $125,339-78.1% | $64,808-57.6% |
| Participation rate | 67.8% | 77.9%-10.0pp | 82.4%-14.5pp | 71.5%-3.6pp |
| Annual return | -0.21% | 3.48%-3.7pp | 572.05%-572.3pp | 32.82%-33.0pp |
| Employer contribution / active EE | $1,077 | $3,615-70.2% | $4,814-77.6% | $2,506-57.0% |
| Participant deferral / active EE | $3,799 | $7,175-47.0% | $7,446-49.0% | $4,310-11.9% |
| Admin fee / account holder | $283 | $163+73.6% | $10,010-97.2% | $188+50.9% |