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: GALLAGHER BENEFIT SERVICES INC DBA Service code 27 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Advisory (Plan) | $27,530 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,539 |
PHARPOINT RESEARCH INC1 year Service code 99 5003 MIAMI BLVD STE 100 · DURHAM, NC 27703 | Other Fees | $13,800 |
CARON & BLETZER, PLLC3 years Service code 10 1 LIBRARY LANE · KINGSTON, NH 03848 | Accounting | $7,250 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,076 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $98,666 | $100,923-2.2% | $150,045-34.2% | $74,304+32.8% |
| Participation rate | 81.8% | 70.1%+11.7pp | 82.3%-0.5pp | 60.3%+21.5pp |
| Annual return | 16.60% | 51.77%-35.2pp | 62.55%-46.0pp | 29.43%-12.8pp |
| Employer contribution / active EE | $2,504 | $3,463-27.7% | $4,693-46.6% | $2,241+11.7% |
| Participant deferral / active EE | $10,153 | $6,709+51.3% | $7,997+27.0% | $3,767+169.5% |
| Admin fee / account holder | $707 | $2,767-74.4% | $13,435-94.7% | $2,969-76.2% |