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 |
|---|---|---|
OFG FINANCIAL SERVICES INC2 years Service code 99 120 SE 6TH TOWNSITE PLZA #2 · TOPEKA, KS 66603 | Other Fees | $38,444 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $19,792 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,002 |
Service code 13 · EIN 13-3180178 | Contract Administrator | $3,555 |
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 | $67,058 | $54,701+22.6% | $86,188-22.2% | $71,457-6.2% |
| Participation rate | 81.7% | 60.1%+21.6pp | 69.0%+12.8pp | 67.9%+13.8pp |
| Annual return | 17.06% | 20.06%-3.0pp | 1168.45%-1151.4pp | 28.85%-11.8pp |
| Employer contribution / active EE | $2,291 | $1,265+81.1% | $2,380-3.7% | $2,588-11.5% |
| Participant deferral / active EE | $3,893 | $3,108+25.2% | $3,985-2.3% | $4,289-9.2% |
| Admin fee / account holder | $310 | $1,922-83.9% | $6,852-95.5% | $1,587-80.5% |