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 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $25,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,271 |
THE ANGELL PENSION GROUP, INC.10+ years Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $14,600 |
CSW INC10+ years Service code 99 45 TYBURSKI RD · LUDLOW, MA 01056 | Other Fees | $12,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $120,168 | $87,870+36.8% | $113,168+6.2% | $74,304+61.7% |
| Participation rate | 91.9% | 70.7%+21.1pp | 76.6%+15.3pp | 60.3%+31.5pp |
| Annual return | 9.85% | 26.44%-16.6pp | 24.27%-14.4pp | 29.43%-19.6pp |
| Employer contribution / active EE | $1,222 | $2,277-46.3% | $2,975-58.9% | $2,241-45.5% |
| Participant deferral / active EE | $5,349 | $4,241+26.1% | $5,107+4.7% | $3,767+42.0% |
| Admin fee / account holder | $869 | $3,368-74.2% | $12,068-92.8% | $2,969-70.7% |