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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $43,860 |
R-TECH CONSULTANTS, INC.6 years Filed as: R-TECH ADVISORS, INC. Service code 27 21331 COSTANSO STREET · WOODLAND HILLS, CA 91364 | Advisory (Plan) | $33,644 |
R-TECH CONSULTANTS, INC.6 years Service code 13 21331 COSTANSO STREET · WOODLAND HILLS, CA 91364 | Contract Administrator | $12,750 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,053 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,270 | $47,898+5.0% | $117,472-57.2% | $64,808-22.4% |
| Participation rate | 59.7% | 61.9%-2.1pp | 70.6%-10.9pp | 71.5%-11.7pp |
| Annual return | -16.75% | -15.54%-1.2pp | 29.74%-46.5pp | 32.82%-49.6pp |
| Employer contribution / active EE | $3,154 | $1,774+77.8% | $4,176-24.5% | $2,506+25.9% |
| Participant deferral / active EE | $5,939 | $3,151+88.5% | $4,070+45.9% | $4,310+37.8% |
| Admin fee / account holder | $353 | $132+167.7% | $5,645-93.7% | $188+87.9% |