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 4-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 | $17,876 |
Filed as: GALLAGHER BENEFIT SERVICES INC DBA Service code 27 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Advisory (Plan) | $17,798 |
WEAVER AND TIDWELL, LLP3 years Service code 10 2821 W 7TH ST STE 700 · FORT WORTH, TX 76107 | Accounting | $8,398 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,479 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,116 | $78,485-50.2% | $106,213-63.2% | $74,495-47.5% |
| Participation rate | 53.3% | 72.8%-19.6pp | 75.3%-22.0pp | 67.2%-13.9pp |
| Annual return | 9.76% | 15.95%-6.2pp | 116.14%-106.4pp | 1364.94%-1355.2pp |
| Employer contribution / active EE | $1,143 | $2,523-54.7% | $3,171-63.9% | $2,623-56.4% |
| Participant deferral / active EE | $2,213 | $4,322-48.8% | $5,016-55.9% | $4,346-49.1% |
| Admin fee / account holder | $369 | $2,232-83.4% | $11,033-96.7% | $1,942-81.0% |