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 INS. CO. OF AMERICA Service code 38 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Participant Communication | $116,573 |
Filed as: SAGEVIEW ADVISORY GROUP Service code 27 1775 WOODSIDE ROAD · REDWOOD CITY, CA 94062 | Advisory (Plan) | $35,798 |
WRIGHT FORD YOUNG & CO2 years Filed as: WRIGHT FORD YOUNG & CO. Service code 10 21228 CABOT BOULEVARD · HAYWARD, CA 94545 | Accounting | $19,990 |
CARLSON QUINN4 years Filed as: CARLSON QUINN, INC. Service code 13 · EIN 94-3210526 | Contract Administrator | $5,888 |
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 | $136,891 | $101,317+35.1% | $146,958-6.9% | $74,495+83.8% |
| Participation rate | 97.9% | 75.5%+22.4pp | 82.2%+15.8pp | 67.2%+30.7pp |
| Annual return | 14.15% | 8730.91%-8716.8pp | 418.34%-404.2pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $3,330 | $3,810-12.6% | $4,933-32.5% | $2,623+27.0% |
| Participant deferral / active EE | $8,467 | $7,303+15.9% | $8,070+4.9% | $4,346+94.8% |
| Admin fee / account holder | $687 | $1,739-60.5% | $12,998-94.7% | $1,942-64.6% |