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 |
|---|---|---|
Service code 27 PO BOX 35142 LB #1035 · SEATTLE, WA 981245142 | Advisory (Plan) | $31,538 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,694 |
Filed as: ALDRICH RETIREMENT SOLUTIONS LP Service code 13 680 HAWTHORNE AVE SE STE 140 · SALEM, OR 97301 | Contract Administrator | $2,500 |
Filed as: PRIME RETIREMENT SOLUTIONS LLC Service code 13 25B VREELAND RD STE 209 · FLORHAM PARK, NJ 07932 | Contract Administrator | $2,100 |
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.
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 | $70,036 | $73,933-5.3% | $96,683-27.6% | $75,163-6.8% |
| Participation rate | 96.1% | 66.4%+29.7pp | 74.3%+21.8pp | 67.2%+28.9pp |
| Annual return | -8.71% | 26.70%-35.4pp | 35.69%-44.4pp | 160.62%-169.3pp |
| Employer contribution / active EE | $2,089 | $2,928-28.7% | $3,737-44.1% | $2,670-21.8% |
| Participant deferral / active EE | $7,877 | $3,659+115.3% | $4,878+61.5% | $4,125+91.0% |
| Admin fee / account holder | $455 | $5,216-91.3% | $6,730-93.2% | $5,651-92.0% |