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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,832 |
Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $24,860 |
PENTEGRA SERVICES, INC.1 year Filed as: PENTEGRA SERVICES INC Service code 13 701 WESTCHESTER AVE STE 320E · WHITE PLAINS, NY 10604 | Contract Administrator | $11,944 |
TRUTINA FINANCIAL1 year Filed as: TRUTINA FINANCIAL LLC Service code 27 10811 MAIN ST · BELLEVUE, WA 98004 | Advisory (Plan) | $6,788 |
Service code 27 5601 6TH AVE S STE 400 · SEATTLE, WA 98108 | Advisory (Plan) | $4,164 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,769 | $79,171-64.9% | $102,423-72.9% | $74,495-62.7% |
| Participation rate | 94.4% | 74.8%+19.6pp | 76.5%+17.9pp | 67.2%+27.2pp |
| Annual return | 15.30% | 54.93%-39.6pp | 29.32%-14.0pp | 1364.94%-1349.6pp |
| Employer contribution / active EE | $1,502 | $2,362-36.4% | $3,023-50.3% | $2,623-42.8% |
| Participant deferral / active EE | $2,877 | $4,415-34.8% | $5,053-43.1% | $4,346-33.8% |
| Admin fee / account holder | $321 | $2,001-83.9% | $9,451-96.6% | $1,942-83.4% |