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 |
|---|---|---|
AMERICAN FUNDS5 years Filed as: NEWPORT CAPITAL GROUP LLC Service code 99 12 BROAD ST 5TH FL · RED BANK, NJ 07701 | Other Fees | $111,101 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,754 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,960 |
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 | $107,414 | $84,487+27.1% | $125,339-14.3% | $66,914+60.5% |
| Participation rate | 90.6% | 76.4%+14.2pp | 82.4%+8.2pp | 69.8%+20.8pp |
| Annual return | -16.50% | -8.39%-8.1pp | 572.05%-588.5pp | 1.58%-18.1pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,814-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $7,604 | $6,781+12.1% | $7,446+2.1% | $4,237+79.5% |
| Admin fee / account holder | $616 | $685-10.0% | $10,010-93.8% | $593+3.9% |