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 ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $99,482 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $36,485 |
Service code 27 6300 BRIDGE POINT PKWY BLDG 1 STE 3 · AUSTIN, TX 787305097 | Advisory (Plan) | $18,978 |
BONADIO & CO., LLP8 years Filed as: BONADIO & CO LLP Service code 10 171 SULLY'S TRAIL · PITTSFORD, NY 14534 | Accounting | $13,540 |
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 | $79,029 | $119,446-33.8% | $150,045-47.3% | $85,563-7.6% |
| Participation rate | 90.0% | 75.4%+14.6pp | 82.3%+7.7pp | 66.0%+24.1pp |
| Annual return | 13.87% | 23.72%-9.9pp | 62.55%-48.7pp | 31.51%-17.6pp |
| Employer contribution / active EE | $1,080 | $4,078-73.5% | $4,693-77.0% | $2,654-59.3% |
| Participant deferral / active EE | $3,678 | $7,985-53.9% | $7,997-54.0% | $4,375-15.9% |
| Admin fee / account holder | $328 | $548-40.1% | $13,435-97.6% | $834-60.7% |