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 COMPANY Service code 64 8515 EAST ORCHARD RAOD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,805 |
Filed as: EMPOWER ADVISORY GROUP, LL Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $21,793 |
Filed as: ROBIN S. WEINGAST & ASSOCIATES Service code 13 100 QUENTIN ROOSEVELT BLVD, STE 507 · GARDEN CITY, NY 11530 | Contract Administrator | $20,223 |
Service code 99 6504 BRIDGE POINT PKWY · AUSTIN, TX 787305097 | Other Fees | $3,725 |
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).
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 | $95,869 | $82,664+16.0% | $125,339-23.5% | $68,494+40.0% |
| Participation rate | 60.0% | 75.0%-15.0pp | 82.4%-22.4pp | 67.9%-7.9pp |
| Annual return | -15.97% | -5.97%-10.0pp | 572.05%-588.0pp | -7.84%-8.1pp |
| Employer contribution / active EE | $1,353 | $3,381-60.0% | $4,814-71.9% | $2,596-47.9% |
| Participant deferral / active EE | $3,973 | $6,110-35.0% | $7,446-46.6% | $4,027-1.3% |
| Admin fee / account holder | $979 | $6,275-84.4% | $10,010-90.2% | $5,403-81.9% |