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 CO. Service code 64 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,238 |
OSAIC WEALTH INC2 years Filed as: OSAIC WEALLTH INC. Service code 27 10 EXCHANGE PLACE STE 1410 · JERSEY CITY, NJ 07302 | Advisory (Plan) | $15,651 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,500 |
PRIME BENEFITS, INC.6 years Service code 13 | Contract Administrator | $3,913 |
PRIME BENEFITS, INC.5 years Filed as: PRIME BENEFITS, INC Service code 13 3314 PAPERMILL RD SUITE 201 · PHOENIX, MD 21131 | Contract Administrator | $1,351 |
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 | $35,475 | $81,460-56.5% | $103,333-65.7% | $80,856-56.1% |
| Participation rate | 65.9% | 66.8%-0.9pp | 74.5%-8.6pp | 67.6%-1.7pp |
| Annual return | 11.64% | 25.55%-13.9pp | 24.88%-13.2pp | 35.59%-24.0pp |
| Employer contribution / active EE | $2,539 | $3,105-18.2% | $3,868-34.3% | $2,755-7.8% |
| Participant deferral / active EE | $6,658 | $3,869+72.1% | $5,057+31.7% | $4,296+55.0% |
| Admin fee / account holder | $327 | $6,566-95.0% | $8,355-96.1% | $6,918-95.3% |