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 5-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 | $71,309 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 | Recordkeeping Fees | $23,259 |
Filed as: MARTIN MARTIN RANDALL & ASSOCIATES Service code 13 · EIN 64-0765749 | Contract Administrator | $13,545 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 | Investment Management | $3,037 |
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 | $134,310 | $101,317+32.6% | $146,958-8.6% | $74,495+80.3% |
| Participation rate | 92.9% | 75.5%+17.3pp | 82.2%+10.7pp | 67.2%+25.7pp |
| Annual return | 17.78% | 8730.91%-8713.1pp | 418.34%-400.6pp | 1364.94%-1347.2pp |
| Employer contribution / active EE | $9,515 | $3,810+149.7% | $4,933+92.9% | $2,623+262.8% |
| Participant deferral / active EE | $17,644 | $7,303+141.6% | $8,070+118.6% | $4,346+306.0% |
| Admin fee / account holder | $429 | $1,739-75.3% | $12,998-96.7% | $1,942-77.9% |