Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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: NEWFRONT RETIREMENT SERVICES, INC. Service code 27 450 SANSOME STREET STE 300 · SAN FRANCISCO, CA 94111 | Advisory (Plan) | $97,817 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $70,118 |
C-BEN GROUP4 years Service code 13 · EIN 85-1191330 | Contract Administrator | $55,449 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 13 | Contract Administrator | $95 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,010 | $44,984+164.6% | $85,009+40.0% | $74,546+59.6% |
| Participation rate | 52.4% | 49.4%+3.0pp | 67.5%-15.1pp | 67.2%-14.9pp |
| Annual return | 15.73% | 26.25%-10.5pp | 66.47%-50.7pp | 1366.03%-1350.3pp |
| Employer contribution / active EE | $3,386 | $1,458+132.2% | $2,728+24.1% | $2,624+29.0% |
| Participant deferral / active EE | $4,705 | $2,733+72.1% | $4,522+4.0% | $4,347+8.2% |
| Admin fee / account holder | $1,260 | $2,208-42.9% | $6,153-79.5% | $1,944-35.2% |