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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $65,216 |
PLANCORP, LLC1 year Filed as: PLANCORP LLC Service code 27 540 MARYVILLE CENTRE DR STE 105 · SAINT LOUIS, MO 63141 | Advisory (Plan) | $39,654 |
Filed as: BENEFIT PLANS PLUS, LLC Service code 13 · EIN 43-1829594 11701 BORMAN DR. STE 300 · ST. LOUIS, MO 63146 | Contract Administrator | $7,412 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $817 |
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 | $120,314 | $79,171+52.0% | $102,423+17.5% | $74,495+61.5% |
| Participation rate | 84.6% | 74.8%+9.8pp | 76.5%+8.1pp | 67.2%+17.4pp |
| Annual return | 12.28% | 54.93%-42.7pp | 29.32%-17.0pp | 1364.94%-1352.7pp |
| Employer contribution / active EE | $2,191 | $2,362-7.2% | $3,023-27.5% | $2,623-16.5% |
| Participant deferral / active EE | $7,734 | $4,415+75.2% | $5,053+53.1% | $4,346+78.0% |
| Admin fee / account holder | $480 | $2,001-76.0% | $9,451-94.9% | $1,942-75.3% |