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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,110 |
RYAN LABS ASSET MANAGEMENT8 years Filed as: RYAN & COSCIA PC Service code 10 256 ESSEX ST · SALEM, MA 01970 | Accounting | $16,000 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $10,932 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,767 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $48,562 | $54,517-10.9% | $75,972-36.1% | $74,495-34.8% |
| Participation rate | 55.7% | 60.3%-4.6pp | 69.1%-13.3pp | 67.2%-11.5pp |
| Annual return | 20.38% | 31.82%-11.4pp | 359.55%-339.2pp | 1364.94%-1344.6pp |
| Employer contribution / active EE | $880 | $1,777-50.5% | $2,685-67.2% | $2,623-66.4% |
| Participant deferral / active EE | $2,228 | $3,066-27.3% | $4,255-47.6% | $4,346-48.7% |
| Admin fee / account holder | $531 | $2,229-76.2% | $6,467-91.8% | $1,942-72.7% |