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.
| Provider | Service type | Compensation |
|---|---|---|
APRIO LLP1+ years Service code 10 · EIN 57-1157523 | Accounting | $29,718 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,225 |
BUCKINGHAMRETIREMENT SOLUTIONS1+ years Service code 10 8182 MARYLAND AVENUE · ST. LOUIS, MO 63105 | Accounting | $11,434 |
NEWPORT GROUP, INC.1+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $7,445 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,363 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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).
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 | $16,315 | $88,083-81.5% | $164,813-90.1% | $74,495-78.1% |
| Participation rate | 43.9% | 73.0%-29.1pp | 78.6%-34.7pp | 67.2%-23.3pp |
| Annual return | 5.65% | 17.26%-11.6pp | 69.93%-64.3pp | 1364.94%-1359.3pp |
| Employer contribution / active EE | $687 | $2,593-73.5% | $4,341-84.2% | $2,623-73.8% |
| Participant deferral / active EE | $3,515 | $4,498-21.9% | $6,031-41.7% | $4,346-19.1% |
| Admin fee / account holder | $362 | $2,234-83.8% | $12,690-97.1% | $1,942-81.3% |