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: LARSON ALLEN LLP Service code 99 P.O. BOX 829709 · PHILADELPHIA, PA 19182 | Other Fees | $25,263 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,429 |
Service code 27 7 WEST SQUARE LAKE RD · BLOOMFIELD HILLS, MI 48302 | Advisory (Plan) | $16,500 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,557 |
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 | $125,700 | $96,484+30.3% | $156,263-19.6% | $74,304+69.2% |
| Participation rate | 89.8% | 67.7%+22.2pp | 78.9%+10.9pp | 60.3%+29.5pp |
| Annual return | 18.35% | 17.73%+0.6pp | 59.47%-41.1pp | 29.43%-11.1pp |
| Employer contribution / active EE | $1,989 | $2,528-21.3% | $4,333-54.1% | $2,241-11.3% |
| Participant deferral / active EE | $6,167 | $4,286+43.9% | $6,158+0.1% | $3,767+63.7% |
| Admin fee / account holder | $593 | $3,728-84.1% | $14,255-95.8% | $2,969-80.0% |