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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 50 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Direct Payment | $50,506 |
VANDERBILT SECURITIES LLC2+ years Service code 55 445 BROADHOLLOW RD, STE 400 · MELVILLE, NY 11747 | Other Commissions | $31,979 |
SENTINEL PENSION ADVISORS2+ years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 13 · EIN 04-3015875 | Contract Administrator | $1,700 |
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 | $114,730 | $72,994+57.2% | $120,354-4.7% | $77,643+47.8% |
| Participation rate | 34.8% | 55.2%-20.5pp | 71.9%-37.1pp | 70.6%-35.8pp |
| Annual return | 17.41% | 18.23%-0.8pp | 107.15%-89.7pp | 31.24%-13.8pp |
| Employer contribution / active EE | $1,256 | $1,793-30.0% | $3,463-63.7% | $2,726-53.9% |
| Participant deferral / active EE | $2,864 | $3,011-4.9% | $4,991-42.6% | $4,647-38.4% |
| Admin fee / account holder | $439 | $658-33.3% | $9,423-95.3% | $430+1.9% |