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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $102,594 |
Service code 27 4340 REDWOOD HWY SUITE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $30,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $19,170 |
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 | $76,462 | $95,880-20.3% | $107,525-28.9% | $85,563-10.6% |
| Participation rate | 87.6% | 70.1%+17.5pp | 75.1%+12.5pp | 66.0%+21.6pp |
| Annual return | 21.20% | 68.06%-46.9pp | 181.32%-160.1pp | 31.51%-10.3pp |
| Employer contribution / active EE | $3,604 | $3,812-5.5% | $3,754-4.0% | $2,654+35.8% |
| Participant deferral / active EE | $10,977 | $4,201+161.3% | $5,116+114.6% | $4,375+150.9% |
| Admin fee / account holder | $330 | $1,025-67.9% | $8,919-96.3% | $834-60.5% |