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 | $23,298 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $22,346 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS INC DBA FUTUREPLA Service code 13 | Contract Administrator | $3,762 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS INC DBA FUTURE P Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $3,125 |
Service code 13 | Contract Administrator | $1,029 |
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 | $59,782 | $65,561-8.8% | $91,541-34.7% | $74,304-19.5% |
| Participation rate | 62.1% | 56.6%+5.6pp | 69.8%-7.6pp | 60.3%+1.8pp |
| Annual return | 17.37% | 17.68%-0.3pp | 20.50%-3.1pp | 29.43%-12.1pp |
| Employer contribution / active EE | $2,240 | $1,717+30.5% | $2,505-10.6% | $2,2410% |
| Participant deferral / active EE | $5,679 | $2,918+94.6% | $4,008+41.7% | $3,767+50.7% |
| Admin fee / account holder | $318 | $3,333-90.5% | $6,956-95.4% | $2,969-89.3% |