See peer percentile detail. $4.99 for your first month.
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Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
SECURITIES AMERICA INC4+ years Filed as: SECURITIES AMERICA ADVISORS INC Service code 27 12325 PORT GRACE BLVD · LAVISTA, NE 68128 | Advisory (Plan) | $36,877 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,341 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,295 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $101,323 | $80,705+25.5% | $115,768-12.5% | $67,986+49.0% |
| Participation rate | 62.9% | 63.0%0pp | 74.4%-11.5pp | 57.2%+5.7pp |
| Annual return | 22.08% | 18.49%+3.6pp | 100.46%-78.4pp | 31.67%-9.6pp |
| Employer contribution / active EE | $3,000 | $2,046+46.6% | $2,940+2.1% | $2,019+48.6% |
| Participant deferral / active EE | $9,361 | $3,559+163.0% | $4,917+90.4% | $3,358+178.8% |
| Admin fee / account holder | $515 | $4,135-87.6% | $12,439-95.9% | $3,203-83.9% |