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 COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $141,385 |
Service code 26 4208 SIX FORKS · RALEIGH, NC 27609 | Advisory (Participants) | $52,000 |
Filed as: GELMAN, ROSENBERG & FREEDMAN, PC Service code 99 4550 MONTGOMERY AVE #800N · BETHESDA, MD 20814 | Other Fees | $18,876 |
TRANSAMERICA RETIREMENT SOLUTIONS11+ years Service code 12 · EIN 13-3689044 | Participant communication; Recordkeep... | $0 |
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.
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 | $222,213 | $88,634+150.7% | $101,326+119.3% | $74,304+199.1% |
| Participation rate | 80.6% | 76.9%+3.7pp | 81.5%-0.9pp | 60.3%+20.2pp |
| Annual return | 11.57% | 33.10%-21.5pp | 36.82%-25.2pp | 29.43%-17.9pp |
| Employer contribution / active EE | $6,347 | $2,930+116.6% | $3,665+73.2% | $2,241+183.2% |
| Participant deferral / active EE | $8,978 | $7,322+22.6% | $7,994+12.3% | $3,767+138.3% |
| Admin fee / account holder | $826 | $2,425-65.9% | $11,185-92.6% | $2,969-72.2% |