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 |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $111,937 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $50,373 |
RPW SOLUTIONS LLC2 years Service code 13 300 BALLARDVALE STREET · WILMINGTON, MA 01887 | Contract Administrator | $23,055 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,925 | $108,549-23.6% | $156,263-46.9% | $85,563-3.1% |
| Participation rate | 96.8% | 77.1%+19.7pp | 78.9%+17.9pp | 66.0%+30.9pp |
| Annual return | 14.62% | 21.79%-7.2pp | 59.47%-44.8pp | 31.51%-16.9pp |
| Employer contribution / active EE | $2,349 | $2,690-12.7% | $4,333-45.8% | $2,654-11.5% |
| Participant deferral / active EE | $5,155 | $4,800+7.4% | $6,158-16.3% | $4,375+17.8% |
| Admin fee / account holder | $326 | $650-49.8% | $14,255-97.7% | $834-60.9% |