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 INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $32,665 |
USI CONSULTING GROUP4 years Filed as: USI ADVISORS INC Service code 27 95 GLASTONBURY BLVD STE 102 · GLASTONBURY, CT 06033 | Advisory (Plan) | $32,612 |
ALLIED UNIVERSAL GROUP1 year Service code 99 3901 NW 115 AVE · MIAMI, FL 33178 | Other Fees | $14,650 |
360 PAYROLL INTEGRATION CORP3 years Service code 99 3032 E COMMERCIAL BLVD #110 · FT LAUDERDALE, FL 33308 | Other Fees | $1,980 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,273 | $104,919-10.1% | $116,228-18.9% | $85,563+10.2% |
| Participation rate | 58.5% | 78.6%-20.1pp | 74.6%-16.1pp | 66.0%-7.5pp |
| Annual return | 11.25% | 15.38%-4.1pp | 90.06%-78.8pp | 31.51%-20.3pp |
| Employer contribution / active EE | $2,543 | $3,485-27.0% | $2,994-15.1% | $2,654-4.2% |
| Participant deferral / active EE | $3,707 | $5,306-30.1% | $4,953-25.2% | $4,375-15.3% |
| Admin fee / account holder | $353 | $429-17.6% | $11,989-97.1% | $834-57.7% |