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) | $40,622 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,363 |
MEIHAUS CPA, PC1 year Service code 10 201 E GRAND AVE #2A · ESCONDIDO, CA 92025 | Accounting | $13,500 |
Filed as: PRIME RETIREMENT SOLUTIONS LLC Service code 13 25B VREELAND RD STE 209 · FLORHAM PARK, NJ 07932 | Contract Administrator | $2,600 |
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 | $97,999 | $89,753+9.2% | $107,525-8.9% | $84,808+15.6% |
| Participation rate | 94.3% | 68.1%+26.3pp | 75.1%+19.2pp | 68.3%+26.0pp |
| Annual return | 9.61% | 29.48%-19.9pp | 181.32%-171.7pp | 40.90%-31.3pp |
| Employer contribution / active EE | $2,043 | $3,113-34.4% | $3,754-45.6% | $2,631-22.3% |
| Participant deferral / active EE | $7,275 | $4,056+79.3% | $5,116+42.2% | $4,212+72.7% |
| Admin fee / account holder | $696 | $7,222-90.4% | $8,919-92.2% | $7,344-90.5% |