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 INS CO OF NY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $70,505 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $25,924 |
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.
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 | $114,841 | $59,097+94.3% | $82,389+39.4% | $74,304+54.6% |
| Participation rate | 100.0% | 52.8%+47.2pp | 69.5%+30.5pp | 60.3%+39.7pp |
| Annual return | 13.09% | 22.85%-9.8pp | 28.67%-15.6pp | 29.43%-16.3pp |
| Employer contribution / active EE | $3,001 | $1,601+87.5% | $2,517+19.2% | $2,241+33.9% |
| Participant deferral / active EE | $7,203 | $2,775+159.5% | $4,155+73.4% | $3,767+91.2% |
| Admin fee / account holder | $505 | $4,489-88.8% | $7,231-93.0% | $2,969-83.0% |