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 9-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 | $24,368 |
FRAZIER & DEETER, LLC5 years Filed as: FRAZIER & DEETER LLC Service code 99 600 PEACHTREE STREET NE STE 1900 · ATLANTA, GA 30308 | Other Fees | $17,000 |
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 | $112,919 | $101,724+11.0% | $164,813-31.5% | $80,856+39.7% |
| Participation rate | 91.5% | 71.8%+19.7pp | 78.6%+12.9pp | 67.6%+23.9pp |
| Annual return | 10.61% | 16.72%-6.1pp | 69.93%-59.3pp | 35.59%-25.0pp |
| Employer contribution / active EE | $2,749 | $2,953-6.9% | $4,341-36.7% | $2,755-0.2% |
| Participant deferral / active EE | $9,265 | $4,477+106.9% | $6,031+53.6% | $4,296+115.7% |
| Admin fee / account holder | $307 | $8,227-96.3% | $12,690-97.6% | $6,918-95.6% |