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 | $57,744 |
Filed as: HIGHLANDS CAPITAL ADVISORS LLC Service code 27 485 RAINIER BLVD N STE 103 · ISSAQUAH, WA 98027 | Advisory (Plan) | $34,209 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $13,426 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $116,380 | $84,487+37.7% | $125,339-7.1% | $66,914+73.9% |
| Participation rate | 96.3% | 76.4%+19.9pp | 82.4%+13.9pp | 69.8%+26.5pp |
| Annual return | -16.13% | -8.39%-7.7pp | 572.05%-588.2pp | 1.58%-17.7pp |
| Employer contribution / active EE | $2,992 | $3,553-15.8% | $4,814-37.8% | $2,544+17.6% |
| Participant deferral / active EE | $10,953 | $6,781+61.5% | $7,446+47.1% | $4,237+158.5% |
| Admin fee / account holder | $372 | $685-45.7% | $10,010-96.3% | $593-37.4% |