See peer percentile detail. $4.99 for your first month.
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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 |
|---|---|---|
ARMANINO LLP8 years Filed as: ARMANINO, LLP Service code 13 · EIN 94-6214841 | Contract Administrator | $52,013 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH INC. Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $42,304 |
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $35,680 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $22,754 |
Service code 27 6504 BRIDGE POINT PARKWAY, SUITE 45 · AUSTIN, TX 78730 | Advisory (Plan) | $2,336 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $29,488 | $55,347-46.7% | $120,354-75.5% | $199,593-85.2% |
| Participation rate | 48.5% | 52.9%-4.4pp | 71.9%-23.5pp | 72.0%-23.5pp |
| Annual return | 13.10% | 15.37%-2.3pp | 107.15%-94.0pp | 34.25%-21.1pp |
| Employer contribution / active EE | $937 | $1,296-27.7% | $3,463-72.9% | $3,034-69.1% |
| Participant deferral / active EE | $1,398 | $2,350-40.5% | $4,991-72.0% | $5,087-72.5% |
| Admin fee / account holder | $38 | $134-71.8% | $9,423-99.6% | $269-85.9% |