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 INS CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,057 |
Filed as: PROSPERA FINANCIAL SERVICES INC Service code 27 5429 LBJ FREEWAY STE 750 · DALLAS, TX 75240 | Advisory (Plan) | $16,263 |
DEFINITI LLC3+ years Service code 13 2201 TIMBERLOCH PL STE 150 · THE WOODLANDS, TX 77380 | Contract Administrator | $8,444 |
LOREN D. STARK COMPANY1 year Service code 13 10750 ROCKLEY ROAD · HOUSTON, TX 77099 | Contract Administrator | $3,953 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,358 |
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 | $46,003 | $78,485-41.4% | $106,213-56.7% | $74,495-38.2% |
| Participation rate | 55.4% | 72.8%-17.5pp | 75.3%-19.9pp | 67.2%-11.8pp |
| Annual return | 14.13% | 15.95%-1.8pp | 116.14%-102.0pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $1,463 | $2,523-42.0% | $3,171-53.9% | $2,623-44.2% |
| Participant deferral / active EE | $2,478 | $4,322-42.7% | $5,016-50.6% | $4,346-43.0% |
| Admin fee / account holder | $316 | $2,232-85.8% | $11,033-97.1% | $1,942-83.7% |