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 CO OF AME Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,670 |
CHARLESWORTH & RUGG, INC.2 years Filed as: CHARLESWORTH & RUGG INC DBA HIGHLIN Service code 27 20750 VENTURA BLVD · WOODLAND HILLS, CA 91364 | Advisory (Plan) | $21,510 |
ASCENSUS LLC2 years Filed as: ASCENSUS INC Service code 99 1102 CHESTNUT HILLS PARKWAY · FORT WAYNE, IN 46814 | Other Fees | $2,151 |
ASCENSUS LLC2 years Filed as: ASCENSUS HOLDINGS INC DBA FUTUREPLA Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $450 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $55,135 | $91,762-39.9% | $67,502-18.3% | $77,643-29.0% |
| Participation rate | 19.8% | 75.9%-56.1pp | 72.9%-53.1pp | 70.6%-50.8pp |
| Annual return | 19.43% | 14.87%+4.6pp | 3512.12%-3492.7pp | 31.24%-11.8pp |
| Employer contribution / active EE | $1,228 | $3,181-61.4% | $2,731-55.0% | $2,726-55.0% |
| Participant deferral / active EE | $1,677 | $3,903-57.0% | $4,000-58.1% | $4,647-63.9% |
| Admin fee / account holder | $310 | $176+76.2% | $3,998-92.2% | $430-28.0% |