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 64 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,645 |
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $19,812 |
Filed as: RETIREMENT PLAN SOLUTIONS Service code 13 PO BOX 593 · HOLLIDAYSBURG, PA 16648 | Contract Administrator | $10,677 |
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 | $78,720 | $84,487-6.8% | $125,339-37.2% | $66,914+17.6% |
| Participation rate | 96.3% | 76.4%+19.9pp | 82.4%+14.0pp | 69.8%+26.5pp |
| Annual return | -15.65% | -8.39%-7.3pp | 572.05%-587.7pp | 1.58%-17.2pp |
| Employer contribution / active EE | $3,074 | $3,553-13.5% | $4,814-36.1% | $2,544+20.8% |
| Participant deferral / active EE | $8,550 | $6,781+26.1% | $7,446+14.8% | $4,237+101.8% |
| Admin fee / account holder | $397 | $685-42.1% | $10,010-96.0% | $593-33.1% |