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 | $117,445 |
LPL FINANCIAL7 years Filed as: LPL FINANCIAL - RP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $31,026 |
STRATOS WEALTH PARTNERS7 years Filed as: STRATOS WEALTH PARTNERS LLC Service code 27 · EIN 27-5273468 | Advisory (Plan) | $19,780 |
Service code 99 | Other Fees | $14,000 |
Filed as: CBIZ BENEFITS & INS SERVICES INC Service code 99 PO BOX 632886 · CINCINNATI, OH 45263 | Other Fees | $750 |
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 | $130,977 | $92,055+42.3% | $106,213+23.3% | $77,643+68.7% |
| Participation rate | 71.1% | 81.0%-9.9pp | 75.3%-4.2pp | 70.6%+0.5pp |
| Annual return | 13.56% | 17.91%-4.3pp | 116.14%-102.6pp | 31.24%-17.7pp |
| Employer contribution / active EE | $2,937 | $3,367-12.8% | $3,171-7.4% | $2,726+7.7% |
| Participant deferral / active EE | $5,334 | $5,386-1.0% | $5,016+6.3% | $4,647+14.8% |
| Admin fee / account holder | $368 | $219+68.0% | $11,033-96.7% | $430-14.5% |