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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 · EIN 84-0467907 | Recordkeeping Fees | $24,341 |
ERISA SERVICES, INC.3 years Filed as: ERISA SERVICES INC Service code 13 · EIN 62-1200951 | Contract Administrator | $9,691 |
SAGEVIEW ADVISORY GROUP, LLC2 years Service code 28 1920 MAIN STREET, SUITE 800 · IRVINE, CA 92614 | Investment Management | $7,548 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,934 | $54,558-65.3% | $76,002-75.1% | $74,546-74.6% |
| Participation rate | 83.0% | 60.3%+22.7pp | 69.1%+13.9pp | 67.2%+15.8pp |
| Annual return | 9.78% | 31.83%-22.1pp | 360.07%-350.3pp | 1366.03%-1356.3pp |
| Employer contribution / active EE | $1,245 | $1,778-30.0% | $2,688-53.7% | $2,624-52.6% |
| Participant deferral / active EE | $3,759 | $3,065+22.7% | $4,257-11.7% | $4,347-13.5% |
| Admin fee / account holder | $244 | $2,232-89.1% | $6,414-96.2% | $1,944-87.4% |