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 | $35,476 |
PENSION ASSURANCE LLP11+ years Filed as: PENSION SOLUTIONS, INC. Service code 13 9116 N KELLEY AVE · OKLAHOMA CITY, OK 73131 | Contract Administrator | $9,942 |
EIDE BAILLY LLP6 years Service code 10 P.O. BOX 88678 · MILWAUKEE, WI 53288 | Accounting | $8,800 |
Filed as: AMERIPRISE FINANCIAL SERVICES LLC Service code 55 70100 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Other Commissions | $7,796 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $12,444 | $67,984-81.7% | $65,493-81.0% | $74,304-83.3% |
| Participation rate | 78.5% | 66.3%+12.2pp | 73.1%+5.4pp | 60.3%+18.2pp |
| Annual return | 11.48% | 19.87%-8.4pp | 982.45%-971.0pp | 29.43%-18.0pp |
| Employer contribution / active EE | $1,616 | $2,491-35.2% | $2,574-37.2% | $2,241-27.9% |
| Participant deferral / active EE | $1,769 | $3,346-47.1% | $3,961-55.3% | $3,767-53.0% |
| Admin fee / account holder | $264 | $1,373-80.7% | $5,028-94.7% | $2,969-91.1% |