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 |
|---|---|---|
SECURITIES AMERICA INC1 year Filed as: SECURITIES AMERICA ADVISORS INC Service code 27 12325 PORT GRACE BLVD · LAVISTA, NE 68128 | Advisory (Plan) | $72,864 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $41,104 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,809 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $43,746 | $129,021-66.1% | $184,203-76.3% | $77,643-43.7% |
| Participation rate | 94.7% | 87.3%+7.3pp | 86.8%+7.8pp | 70.6%+24.1pp |
| Annual return | 14.61% | 33.27%-18.7pp | 28.81%-14.2pp | 31.24%-16.6pp |
| Employer contribution / active EE | $1,566 | $4,413-64.5% | $6,427-75.6% | $2,726-42.5% |
| Participant deferral / active EE | $3,521 | $7,297-51.8% | $9,131-61.4% | $4,647-24.2% |
| Admin fee / account holder | $397 | $254+56.4% | $13,901-97.1% | $430-7.7% |