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 COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $59,195 |
Filed as: RAYMOND JAMES FIN SVCS INC Service code 27 · EIN 59-1531281 | Advisory (Plan) | $20,000 |
PENSION ASSURANCE LLP3 years Service code 10 · EIN 30-0840934 | Accounting | $12,300 |
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 | $102,842 | $50,199+104.9% | $70,092+46.7% | $66,914+53.7% |
| Participation rate | 84.6% | 66.3%+18.2pp | 70.5%+14.1pp | 69.8%+14.7pp |
| Annual return | -15.93% | -13.85%-2.1pp | 190.73%-206.7pp | 1.58%-17.5pp |
| Employer contribution / active EE | $4,879 | $1,864+161.8% | $2,559+90.7% | $2,544+91.8% |
| Participant deferral / active EE | $7,877 | $3,112+153.1% | $3,849+104.7% | $4,237+85.9% |
| Admin fee / account holder | $502 | $600-16.2% | $6,267-92.0% | $593-15.3% |