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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,186 |
Service code 27 100 SOUTH ASHLEY DR · TAMPA, FL 33602 | Advisory (Plan) | $20,000 |
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.)
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 | $152,154 | $62,127+144.9% | $81,382+87.0% | $74,495+104.2% |
| Participation rate | 69.0% | 64.0%+5.0pp | 69.5%-0.5pp | 67.2%+1.8pp |
| Annual return | 12.28% | 16.48%-4.2pp | 24.73%-12.5pp | 1364.94%-1352.7pp |
| Employer contribution / active EE | $4,178 | $1,882+122.0% | $2,463+69.7% | $2,623+59.3% |
| Participant deferral / active EE | $7,393 | $3,229+129.0% | $3,883+90.4% | $4,346+70.1% |
| Admin fee / account holder | $310 | $1,934-84.0% | $5,768-94.6% | $1,942-84.0% |