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 3-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 | $24,593 |
BDO USA, LLP1+ years Filed as: BDO, USA, P.C. Service code 10 5300 PATTERSON AVE SE · GRAND RAPIDS, MI 49512 | Accounting | $21,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $17,948 |
SAGEVIEW ADVISORY GROUP, LLC1+ years Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $16,722 |
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 | $147,519 | $71,516+106.3% | $98,439+49.9% | $71,457+106.4% |
| Participation rate | 90.1% | 72.7%+17.4pp | 75.2%+15.0pp | 67.9%+22.2pp |
| Annual return | 11.32% | 32.41%-21.1pp | 21.16%-9.8pp | 28.85%-17.5pp |
| Employer contribution / active EE | $5,054 | $2,399+110.7% | $3,048+65.8% | $2,588+95.3% |
| Participant deferral / active EE | $9,546 | $4,109+132.3% | $4,738+101.5% | $4,289+122.6% |
| Admin fee / account holder | $379 | $1,675-77.4% | $8,948-95.8% | $1,587-76.1% |