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: EMPOWER ANNUITY INSURANCE CO OF AME Service code 64 · EIN 84-2953346 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,729 |
Service code 10 · EIN 20-3346361 3049 MASSEY RD · VESTAVIA HILLS, AL 35216 | Accounting | $15,000 |
APRIO LLP1 year Service code 10 · EIN 57-1157523 5 CONCOURSE PKWY STE 1000 · ATLANTA, GA 30328 | Accounting | $11,204 |
Service code 13 · EIN 63-0813240 110 OFFICE PARK DRIVE,SUITE 100 · BIRMINGHAM, AL 35223 | Contract Administrator | $0 |
Filed as: RAYMOND JAMES INSURANCE GROUP INC Service code 53 · EIN 59-1199408 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Insurance Commissions | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,394 | $61,272+169.9% | $149,673+10.5% | $71,457+131.5% |
| Participation rate | 77.4% | 62.5%+14.9pp | 78.8%-1.4pp | 67.9%+9.4pp |
| Annual return | 12.53% | 35.85%-23.3pp | 134.42%-121.9pp | 28.85%-16.3pp |
| Employer contribution / active EE | $7,018 | $2,378+195.1% | $4,818+45.7% | $2,588+171.2% |
| Participant deferral / active EE | $5,652 | $2,917+93.8% | $5,680-0.5% | $4,289+31.8% |
| Admin fee / account holder | $313 | $1,261-75.1% | $13,210-97.6% | $1,587-80.3% |