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 4-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 | $31,682 |
Service code 27 5968 BRIDGETOWN ROAD · CINCINNATI, OH 45248 | Advisory (Plan) | $8,907 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $17,532 | $41,078-57.3% | $80,569-78.2% | $71,457-75.5% |
| Participation rate | 51.3% | 50.2%+1.1pp | 67.0%-15.7pp | 67.9%-16.6pp |
| Annual return | 28.98% | 38.45%-9.5pp | 935.43%-906.4pp | 28.85%+0.1pp |
| Employer contribution / active EE | $926 | $1,506-38.5% | $2,723-66.0% | $2,588-64.2% |
| Participant deferral / active EE | $2,833 | $2,699+5.0% | $4,447-36.3% | $4,289-33.9% |
| Admin fee / account holder | $248 | $1,840-86.5% | $5,377-95.4% | $1,587-84.4% |