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 INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,077 |
RAYMOND JAMES FINANCIAL SERVICES10+ years Service code 27 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Advisory (Plan) | $22,052 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS INC DBA FP Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO CA, CA 92101 | Contract Administrator | $7,090 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $704 |
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 | $62,037 | $52,406+18.4% | $129,207-52.0% | $74,495-16.7% |
| Participation rate | 43.5% | 53.8%-10.3pp | 69.6%-26.2pp | 67.2%-23.7pp |
| Annual return | 12.92% | 15.66%-2.7pp | 9417.33%-9404.4pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $969 | $1,531-36.7% | $4,153-76.7% | $2,623-63.1% |
| Participant deferral / active EE | $1,919 | $2,794-31.3% | $4,168-54.0% | $4,346-55.8% |
| Admin fee / account holder | $686 | $2,633-73.9% | $7,715-91.1% | $1,942-64.7% |