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) | $14,132 |
Filed as: EMPOWER ANNUITY INS CO OF AMER Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $10,266 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 · EIN 84-0467907 | Investment Management | $7,452 |
Service code 13 · EIN 20-3855127 PO BOX 9575 · WARNER ROBINS, GA 31095 | Contract Administrator | $125 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,186 | $82,978-28.7% | $129,995-54.5% | $71,457-17.2% |
| Participation rate | 65.1% | 74.1%-9.0pp | 78.5%-13.4pp | 67.9%-2.8pp |
| Annual return | 13.94% | 20.60%-6.7pp | -137.18%+151.1pp | 28.85%-14.9pp |
| Employer contribution / active EE | $1,883 | $2,622-28.2% | $4,320-56.4% | $2,588-27.2% |
| Participant deferral / active EE | $2,717 | $4,432-38.7% | $5,820-53.3% | $4,289-36.6% |
| Admin fee / account holder | $320 | $1,729-81.5% | $10,614-97.0% | $1,587-79.9% |