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 8-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 INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $50,292 |
ERISA SERVICES, INC.7 years Service code 13 P. O. BOX 24628 · KNOXVILLE, TN 37933 | Contract Administrator | $46,801 |
USI CONSULTING GROUP1 year Service code 12 · EIN 06-1053228 | Redemption fees; Participant loan pro... | $34,678 |
Filed as: RAYMOND JAMES Service code 27 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Advisory (Plan) | $0 |
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 | $16,453 | $88,890-81.5% | $102,423-83.9% | $77,643-78.8% |
| Participation rate | 80.7% | 80.9%-0.2pp | 76.5%+4.2pp | 70.6%+10.1pp |
| Annual return | 5.84% | 24.98%-19.1pp | 29.32%-23.5pp | 31.24%-25.4pp |
| Employer contribution / active EE | $1,108 | $2,698-58.9% | $3,023-63.3% | $2,726-59.3% |
| Participant deferral / active EE | $2,722 | $5,145-47.1% | $5,053-46.1% | $4,647-41.4% |
| Admin fee / account holder | $166 | $235-29.6% | $9,451-98.2% | $430-61.5% |