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 17 · EIN 13-5674085 | Pension Consulting | $42,503 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $14,778 |
Filed as: MARTIN, MARTIN, RANDALL & ASSOC Service code 13 · EIN 64-0765749 | Contract Administrator | $8,048 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 | Investment Management | $5,095 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $142,576 | $102,317+39.3% | $146,958-3.0% | $80,856+76.3% |
| Participation rate | 75.0% | 75.8%-0.8pp | 82.2%-7.2pp | 67.6%+7.4pp |
| Annual return | 13.08% | 134.76%-121.7pp | 418.34%-405.3pp | 35.59%-22.5pp |
| Employer contribution / active EE | $5,080 | $3,713+36.8% | $4,933+3.0% | $2,755+84.4% |
| Participant deferral / active EE | $13,140 | $6,644+97.8% | $8,070+62.8% | $4,296+205.9% |
| Admin fee / account holder | $739 | $7,941-90.7% | $12,998-94.3% | $6,918-89.3% |