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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $410,744 |
USI CONSULTING GROUP2 years Filed as: USI ADVISORS INC Service code 27 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Advisory (Plan) | $73,599 |
LERROSARBEY, PLLC1 year Filed as: LERROSARBEY PLLC Service code 10 1499 W PALMETTO PARK RD STE 107 · BOCA RATON, FL 33486 | Accounting | $21,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,210 | $140,769-63.6% | $101,326-49.5% | $140,769-63.6% |
| Participation rate | 36.0% | 74.2%-38.1pp | 81.5%-45.5pp | 74.2%-38.1pp |
| Annual return | 15.24% | 16.82%-1.6pp | 36.82%-21.6pp | 16.82%-1.6pp |
| Employer contribution / active EE | $714 | $3,906-81.7% | $3,665-80.5% | $3,906-81.7% |
| Participant deferral / active EE | $2,078 | $6,717-69.1% | $7,994-74.0% | $6,717-69.1% |
| Admin fee / account holder | $63 | $229-72.4% | $11,185-99.4% | $229-72.4% |