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 | $84,556+19.8% | $116,228-12.8% | $74,304+36.4% |
| Participation rate | 62.9% | 66.0%-3.1pp | 74.6%-11.6pp | 60.3%+2.6pp |
| Annual return | 22.08% | 18.35%+3.7pp | 90.06%-68.0pp | 29.43%-7.3pp |
| Employer contribution / active EE | $3,000 | $2,168+38.4% | $2,994+0.2% | $2,241+33.9% |
| Participant deferral / active EE | $9,361 | $3,814+145.4% | $4,953+89.0% | $3,767+148.5% |
| Admin fee / account holder | $515 | $3,792-86.4% | $11,989-95.7% | $2,969-82.7% |