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 4-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 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,349 |
NEWEDGE ADVISORS LLC1 year Filed as: NEW EDGE ADVISORS LLC Service code 27 1251 WATERFRONT PL · PITTSBURGH, PA 15222 | Advisory (Plan) | $18,454 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,117 |
ASCENSUS LLC2 years Filed as: ASCENSUS HOLDINGS INC DBA FUTUREPLA Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $1,820 |
Service code 27 1400 AMERICAN BLVD BLDG # 4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $1,813 |
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 | $166,629 | $79,171+110.5% | $102,423+62.7% | $74,495+123.7% |
| Participation rate | 84.7% | 74.8%+9.9pp | 76.5%+8.3pp | 67.2%+17.5pp |
| Annual return | 12.53% | 54.93%-42.4pp | 29.32%-16.8pp | 1364.94%-1352.4pp |
| Employer contribution / active EE | $3,457 | $2,362+46.3% | $3,023+14.4% | $2,623+31.8% |
| Participant deferral / active EE | $5,391 | $4,415+22.1% | $5,053+6.7% | $4,346+24.1% |
| Admin fee / account holder | $346 | $2,001-82.7% | $9,451-96.3% | $1,942-82.2% |