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 | $29,645 |
Filed as: STONE HILL FIDUCIARY MANAGEMENT, LL Service code 27 1010 NORTHERN BLVD STE 308 · GREAT NECK, NY 11021 | Advisory (Plan) | $25,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $973 |
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 | $56,510 | $79,013-28.5% | $100,391-43.7% | $74,495-24.1% |
| Participation rate | 95.7% | 79.5%+16.2pp | 81.5%+14.2pp | 67.2%+28.5pp |
| Annual return | 12.03% | 20.41%-8.4pp | 49.20%-37.2pp | 1364.94%-1352.9pp |
| Employer contribution / active EE | $1,383 | $3,021-54.2% | $3,942-64.9% | $2,623-47.3% |
| Participant deferral / active EE | $4,079 | $7,760-47.4% | $8,082-49.5% | $4,346-6.1% |
| Admin fee / account holder | $376 | $1,320-71.5% | $7,899-95.2% | $1,942-80.6% |