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 INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $100,839 |
LPL FINANCIAL6 years Filed as: LPL FINANCIAL - RP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $21,158 |
STRATOS WEALTH PARTNERS6 years Filed as: STRATOS WEALTH PARTNERS LLC Service code 27 · EIN 27-5273468 | Advisory (Plan) | $21,158 |
Service code 13 | Contract Administrator | $14,000 |
Filed as: CBIZ BENEFITS & INS SERVICES INC Service code 99 PO BOX 632886 · CINCINNATI, OH 45263 | Other Fees | $0 |
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 | $131,566 | $84,784+55.2% | $98,439+33.7% | $74,419+76.8% |
| Participation rate | 70.9% | 81.5%-10.6pp | 75.2%-4.2pp | 70.7%+0.2pp |
| Annual return | 16.15% | 20.59%-4.4pp | 21.16%-5.0pp | 34.38%-18.2pp |
| Employer contribution / active EE | $3,192 | $3,364-5.1% | $3,048+4.7% | $2,637+21.0% |
| Participant deferral / active EE | $5,395 | $5,218+3.4% | $4,738+13.9% | $4,528+19.1% |
| Admin fee / account holder | $349 | $204+70.9% | $8,948-96.1% | $348+0.5% |