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 10-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 · EIN 04-1590850 | Recordkeeping Fees | $4,708 |
LPL FINANCIAL6 years Filed as: LPL FINANCIAL CORP Service code 53 · EIN 95-2834236 | Insurance Commissions | $1,887 |
HUNNEX AND SHOEMAKER, INC.6 years Filed as: HUNNEX AND SHOEMAKER INC Service code 13 · EIN 91-1072394 | Contract Administrator | $139 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,201 | $65,061-59.7% | $143,757-81.8% | $66,914-60.8% |
| Participation rate | 64.3% | 65.2%-0.9pp | 80.3%-16.0pp | 69.8%-5.5pp |
| Annual return | -13.25% | -11.14%-2.1pp | -0.04%-13.2pp | 1.58%-14.8pp |
| Employer contribution / active EE | $1,026 | $2,361-56.6% | $4,951-79.3% | $2,544-59.7% |
| Participant deferral / active EE | $3,320 | $2,919+13.7% | $5,637-41.1% | $4,237-21.6% |
| Admin fee / account holder | $109 | $502-78.3% | $14,673-99.3% | $593-81.6% |