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 INSURANCE COMPANY Service code 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $163,960 |
AB FUNDS1 year Filed as: ALLIANCEBERNSTEIN LP Service code 27 · EIN 13-4064930 | Advisory (Plan) | $93,429 |
USI CONSULTING GROUP9+ years Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $14,167 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $131,815 | $92,971+41.8% | $96,683+36.3% | $74,419+77.1% |
| Participation rate | 95.2% | 71.5%+23.7pp | 74.3%+20.9pp | 70.7%+24.5pp |
| Annual return | 20.41% | 37.49%-17.1pp | 35.69%-15.3pp | 34.38%-14.0pp |
| Employer contribution / active EE | $7,249 | $3,426+111.6% | $3,737+94.0% | $2,637+174.9% |
| Participant deferral / active EE | $11,165 | $3,970+181.2% | $4,878+128.9% | $4,528+146.6% |
| Admin fee / account holder | $497 | $633-21.5% | $6,730-92.6% | $348+42.8% |