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 7-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 INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,889 |
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING HOLDCO LLC DBA CR Service code 27 5454 110TH ST · OVERLAND PARK, KS 66211 | Advisory (Plan) | $24,029 |
SIKICH LLP2 years Filed as: SIKICH CPA LLC Service code 10 333 JOHN CARLYLE ST STE 500 · ALEXANDRIA, VA 22314 | Accounting | $18,616 |
Service code 28 353 NORTH CLARK STREET · CHICAGO, IL 60654 | Investment Management | $7,693 |
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.)
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).
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 | $46,223 | $66,444-30.4% | $120,225-61.6% | $79,634-42.0% |
| Participation rate | 49.5% | 42.8%+6.8pp | 69.6%-20.0pp | 62.5%-12.9pp |
| Annual return | 20.94% | 53.37%-32.4pp | 439.23%-418.3pp | 36.46%-15.5pp |
| Employer contribution / active EE | $1,574 | $1,860-15.4% | $3,475-54.7% | $2,529-37.8% |
| Participant deferral / active EE | $3,865 | $2,798+38.2% | $3,999-3.3% | $3,835+0.8% |
| Admin fee / account holder | $334 | $1,295-74.2% | $5,696-94.1% | $1,002-66.6% |