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 |
|---|---|---|
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $39,984 |
ALLIANCE BENEFIT GROUP5 years Filed as: ALLIANCE BENEFIT GROUP OF HOUST Service code 13 7908 N SAM HOUSTON PKWY W STE 500 · HOUSTON, TX 77064 | Contract Administrator | $5,127 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,868 |
TIAA10+ years Service code 64 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping Fees | $200 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $98 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,225 | $67,984+43.0% | $65,493+48.5% | $74,304+30.8% |
| Participation rate | 79.8% | 66.3%+13.5pp | 73.1%+6.7pp | 60.3%+19.5pp |
| Annual return | 8.81% | 19.87%-11.1pp | 982.45%-973.6pp | 29.43%-20.6pp |
| Employer contribution / active EE | $4,593 | $2,491+84.4% | $2,574+78.4% | $2,241+104.9% |
| Participant deferral / active EE | $3,558 | $3,346+6.3% | $3,961-10.2% | $3,767-5.6% |
| Admin fee / account holder | $301 | $1,373-78.1% | $5,028-94.0% | $2,969-89.9% |