See peer percentile detail. $4.99 for your first month.
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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 |
|---|---|---|
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $37,227 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,936 |
TIGER GLOBAL LONG OPPORTUNITIES LTD1 year Filed as: TIGER EYE BENEFITS CONSULTING Service code 13 147 W WASHINGTON ST · HAGERSTOWN, MD 21740 | Contract Administrator | $5,690 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,905 |
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 | $83,928 | $84,487-0.7% | $125,339-33.0% | $66,914+25.4% |
| Participation rate | 79.6% | 76.4%+3.2pp | 82.4%-2.8pp | 69.8%+9.8pp |
| Annual return | -18.45% | -8.39%-10.1pp | 572.05%-590.5pp | 1.58%-20.0pp |
| Employer contribution / active EE | $2,638 | $3,553-25.8% | $4,814-45.2% | $2,544+3.7% |
| Participant deferral / active EE | $9,486 | $6,781+39.9% | $7,446+27.4% | $4,237+123.9% |
| Admin fee / account holder | $482 | $685-29.6% | $10,010-95.2% | $593-18.8% |