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 ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $23,301 |
Filed as: EMPOWER ANNUITY INSURANCE CO. OF AM Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,872 |
Filed as: THE PATRIOT FINANCIAL GROUP INS. AG Service code 27 55 WEST ST. STE 201 · WALPOLE, MA 02081 | Advisory (Plan) | $11,061 |
THE ANGELL PENSION GROUP, INC.9+ years Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $7,519 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $50,544 | $69,823-27.6% | $77,163-34.5% | $74,419-32.1% |
| Participation rate | 33.8% | 70.0%-36.2pp | 69.6%-35.8pp | 70.7%-36.9pp |
| Annual return | 12.62% | 19.98%-7.4pp | 37.87%-25.2pp | 34.38%-21.8pp |
| Employer contribution / active EE | $65 | $2,150-97.0% | $2,535-97.4% | $2,637-97.5% |
| Participant deferral / active EE | $1,071 | $3,558-69.9% | $3,833-72.1% | $4,528-76.3% |
| Admin fee / account holder | $373 | $398-6.3% | $5,472-93.2% | $348+7.1% |