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: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $16,770 |
Filed as: GREAT-WEST LIFE & ANNUITY Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $12,340 |
Filed as: EMPOWER RETIRE ADV SERVICES Service code 28 · EIN 84-0467907 | Investment Management | $6,639 |
Service code 13 · EIN 20-3855127 PO BOX 9575 · WARNER ROBINS, GA 31095 | Contract Administrator | $175 |
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 | $49,725 | $86,655-42.6% | $119,609-58.4% | $66,914-25.7% |
| Participation rate | 76.8% | 75.6%+1.2pp | 79.3%-2.5pp | 69.8%+7.0pp |
| Annual return | -20.39% | -8.00%-12.4pp | -14.97%-5.4pp | 1.58%-22.0pp |
| Employer contribution / active EE | $1,951 | $2,536-23.1% | $4,232-53.9% | $2,544-23.3% |
| Participant deferral / active EE | $2,863 | $4,358-34.3% | $5,602-48.9% | $4,237-32.4% |
| Admin fee / account holder | $359 | $755-52.4% | $10,323-96.5% | $593-39.4% |