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 6-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 | $40,043 |
PNC BANK, N.A.3 years Filed as: PNC BANK NA Service code 27 · EIN 25-1197336 1900 E 9TH STREET · CLEVELAND, OH 44114 | Advisory (Plan) | $15,250 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $34,022 | $88,083-61.4% | $164,813-79.4% | $74,495-54.3% |
| Participation rate | 73.2% | 73.0%+0.1pp | 78.6%-5.4pp | 67.2%+6.0pp |
| Annual return | 13.48% | 17.26%-3.8pp | 69.93%-56.5pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $1,909 | $2,593-26.4% | $4,341-56.0% | $2,623-27.2% |
| Participant deferral / active EE | $3,387 | $4,498-24.7% | $6,031-43.8% | $4,346-22.1% |
| Admin fee / account holder | $427 | $2,234-80.9% | $12,690-96.6% | $1,942-78.0% |