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 | $106,436 |
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $48,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $25,590 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $83,790 | $119,446-29.9% | $150,045-44.2% | $85,563-2.1% |
| Participation rate | 72.2% | 75.4%-3.2pp | 82.3%-10.1pp | 66.0%+6.2pp |
| Annual return | 19.37% | 23.72%-4.4pp | 62.55%-43.2pp | 31.51%-12.1pp |
| Employer contribution / active EE | $844 | $4,078-79.3% | $4,693-82.0% | $2,654-68.2% |
| Participant deferral / active EE | $11,076 | $7,985+38.7% | $7,997+38.5% | $4,375+153.2% |
| Admin fee / account holder | $323 | $548-41.0% | $13,435-97.6% | $834-61.3% |