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 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $113,416 |
Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $103,812 |
KREISCHER MILLER1 year Filed as: J L KREISCHER PC ET AL PTRS DBA KRE Service code 10 100 WITMER RD STE 350 · HORSHAM, PA 190442369 | Accounting | $20,250 |
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 | $104,927 | $92,055+14.0% | $106,213-1.2% | $77,643+35.1% |
| Participation rate | 96.9% | 81.0%+15.9pp | 75.3%+21.6pp | 70.6%+26.4pp |
| Annual return | 12.05% | 17.91%-5.9pp | 116.14%-104.1pp | 31.24%-19.2pp |
| Employer contribution / active EE | $2,460 | $3,367-26.9% | $3,171-22.4% | $2,726-9.8% |
| Participant deferral / active EE | $6,130 | $5,386+13.8% | $5,016+22.2% | $4,647+31.9% |
| Admin fee / account holder | $342 | $219+56.2% | $11,033-96.9% | $430-20.5% |