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 |
|---|---|---|
STRATEGIC WEALTH PARTNERS2 years Filed as: STRATEGIC WEALTH PARTNERS GROUP LLC Service code 27 825 THIRD AVE 27TH FL · NEW YORK, NY 10022 | Advisory (Plan) | $47,288 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,005 |
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 | $121,019 | $101,317+19.4% | $146,958-17.7% | $74,495+62.5% |
| Participation rate | 70.0% | 75.5%-5.5pp | 82.2%-12.2pp | 67.2%+2.8pp |
| Annual return | 12.17% | 8730.91%-8718.7pp | 418.34%-406.2pp | 1364.94%-1352.8pp |
| Employer contribution / active EE | $1,866 | $3,810-51.0% | $4,933-62.2% | $2,623-28.9% |
| Participant deferral / active EE | $4,800 | $7,303-34.3% | $8,070-40.5% | $4,346+10.5% |
| Admin fee / account holder | $443 | $1,739-74.5% | $12,998-96.6% | $1,942-77.2% |