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 LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $51,814 |
Filed as: MML INVESTORS SERVICES LLC Service code 27 PO BOX 9500 · SPRINFIELD, MA 011029500 | Advisory (Plan) | $25,640 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,761 |
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 | $84,410 | $78,485+7.5% | $106,213-20.5% | $74,495+13.3% |
| Participation rate | 59.5% | 72.8%-13.3pp | 75.3%-15.7pp | 67.2%-7.7pp |
| Annual return | 15.75% | 15.95%-0.2pp | 116.14%-100.4pp | 1364.94%-1349.2pp |
| Employer contribution / active EE | $734 | $2,523-70.9% | $3,171-76.8% | $2,623-72.0% |
| Participant deferral / active EE | $3,082 | $4,322-28.7% | $5,016-38.5% | $4,346-29.1% |
| Admin fee / account holder | $466 | $2,232-79.1% | $11,033-95.8% | $1,942-76.0% |