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 CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $64,625 |
FIDUCIENT ADVISORS LLC4 years Filed as: FIDUCIENT ADVISORS Service code 27 · EIN 20-4751585 | Advisory (Plan) | $34,783 |
ADP BROKER-DEALER10+ years Filed as: PENSION CONSULTANTS, INC. Service code 13 · EIN 06-1504963 | Contract Administrator | $15,161 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $34,444 | $53,136-35.2% | $155,509-77.9% | $199,593-82.7% |
| Participation rate | 28.1% | 64.1%-36.0pp | 78.2%-50.1pp | 72.0%-43.9pp |
| Annual return | 12.04% | 41.15%-29.1pp | 64.67%-52.6pp | 34.25%-22.2pp |
| Employer contribution / active EE | $449 | $1,851-75.7% | $4,672-90.4% | $3,034-85.2% |
| Participant deferral / active EE | $1,248 | $3,161-60.5% | $5,626-77.8% | $5,087-75.5% |
| Admin fee / account holder | $151 | $185-18.3% | $15,912-99.0% | $269-43.6% |