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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $17,153 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 · EIN 84-0467907 | Investment Management | $13,825 |
Filed as: EMPOWER ANNUITY INS CO OF AMER Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $12,661 |
Service code 13 · EIN 20-3855127 PO BOX 9575 · WARNER ROBINS, GA 31095 | Contract Administrator | $250 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $89,028 | $96,484-7.7% | $156,263-43.0% | $74,304+19.8% |
| Participation rate | 63.9% | 67.7%-3.8pp | 78.9%-15.0pp | 60.3%+3.5pp |
| Annual return | 12.43% | 17.73%-5.3pp | 59.47%-47.0pp | 29.43%-17.0pp |
| Employer contribution / active EE | $2,085 | $2,528-17.5% | $4,333-51.9% | $2,241-7.0% |
| Participant deferral / active EE | $3,033 | $4,286-29.2% | $6,158-50.7% | $3,767-19.5% |
| Admin fee / account holder | $399 | $3,728-89.3% | $14,255-97.2% | $2,969-86.6% |