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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $42,921 |
Filed as: AMERIPRISE FINANCIAL SERVICES Service code 15 70100 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Recordkeeping | $27,487 |
Service code 13 6500 S MACADAM AVE STE 100 · PORTLAND, OR 97239 | Contract Administrator | $9,950 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,760 | $73,360-51.3% | $177,989-79.9% | $74,495-52.0% |
| Participation rate | 54.4% | 66.6%-12.2pp | 77.1%-22.6pp | 67.2%-12.8pp |
| Annual return | 16.87% | 17.49%-0.6pp | 294.48%-277.6pp | 1364.94%-1348.1pp |
| Employer contribution / active EE | $1,463 | $2,216-34.0% | $3,949-62.9% | $2,623-44.2% |
| Participant deferral / active EE | $3,210 | $4,513-28.9% | $6,276-48.9% | $4,346-26.1% |
| Admin fee / account holder | $350 | $1,808-80.6% | $10,363-96.6% | $1,942-82.0% |