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 INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,615 |
EIDE BAILLY LLP4 years Service code 10 P.O. BOX 1914 · BISMARCK, ND 58502 | Accounting | $10,000 |
Filed as: AMERIPRISE FINANCIAL SERVICES LLC Service code 55 70100 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Other Commissions | $8,340 |
PENSION ASSURANCE LLP9+ years Filed as: PENSION SOLUTIONS, INC. Service code 13 9116 N. KELLEY AVE. · OKLAHOMA CITY, OK 73131 | Contract Administrator | $7,042 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $13,617 | $65,557-79.2% | $64,056-78.7% | $71,457-80.9% |
| Participation rate | 76.9% | 73.2%+3.8pp | 72.3%+4.6pp | 67.9%+9.0pp |
| Annual return | 10.11% | 18.94%-8.8pp | 33.69%-23.6pp | 28.85%-18.7pp |
| Employer contribution / active EE | $1,550 | $2,669-41.9% | $2,747-43.6% | $2,588-40.1% |
| Participant deferral / active EE | $1,977 | $3,626-45.5% | $3,880-49.1% | $4,289-53.9% |
| Admin fee / account holder | $289 | $616-53.0% | $3,068-90.6% | $1,587-81.8% |