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 ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $52,346 |
Service code 27 11101 SWITZER RD STE 200 · OVERLAND PARK, KS 66210 | Advisory (Plan) | $21,673 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,598 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,469 | $64,119+89.4% | $112,228+8.2% | $66,914+81.5% |
| Participation rate | 93.8% | 68.5%+25.3pp | 75.1%+18.7pp | 69.8%+23.9pp |
| Annual return | -19.78% | -13.81%-6.0pp | 27.45%-47.2pp | 1.58%-21.4pp |
| Employer contribution / active EE | $4,884 | $3,005+62.5% | $3,635+34.4% | $2,544+92.0% |
| Participant deferral / active EE | $6,406 | $3,693+73.5% | $4,728+35.5% | $4,237+51.2% |
| Admin fee / account holder | $592 | $625-5.2% | $6,410-90.8% | $593-0.1% |