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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $49,795 |
RAPHAEL AND RAPHAEL, LLP3 years Service code 10 213 STUART STREET, 3RD FLOOR · BOSTON, MA 02116 | Accounting | $22,250 |
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $10,773 |
THE ANGELL PENSION GROUP, INC.10+ years Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $5,212 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.)
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 | $206,103 | $96,484+113.6% | $156,263+31.9% | $74,304+177.4% |
| Participation rate | 67.6% | 67.7%-0.1pp | 78.9%-11.3pp | 60.3%+7.3pp |
| Annual return | 15.93% | 17.73%-1.8pp | 59.47%-43.5pp | 29.43%-13.5pp |
| Employer contribution / active EE | $31 | $2,528-98.8% | $4,333-99.3% | $2,241-98.6% |
| Participant deferral / active EE | $6,946 | $4,286+62.1% | $6,158+12.8% | $3,767+84.4% |
| Admin fee / account holder | $769 | $3,728-79.4% | $14,255-94.6% | $2,969-74.1% |