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 INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $78,863 |
HUNNEX AND SHOEMAKER, INC.3 years Filed as: HUNNEX AND SHOEMAKER INC. Service code 13 PO BOX 24629 · SEATTLE, WA 98124 | Contract Administrator | $32,709 |
Filed as: FOCUS PARTNER WEALTH LLC Service code 27 201 WASHINGTON ST 11TH FL · BOSTON MA, MA 02108 | Advisory (Plan) | $10,290 |
AMERICAN FUNDS2 years Filed as: INTEROCEAN CAPITAL GROUP LLC Service code 27 150 4TH AVE N STE 1410 · NASHVILLE, TN 37219 | Advisory (Plan) | $9,825 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,544 |
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.
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 | $65,658 | $54,705+20.0% | $71,209-7.8% | $84,808-22.6% |
| Participation rate | 98.3% | 64.1%+34.3pp | 73.8%+24.6pp | 68.3%+30.0pp |
| Annual return | 12.25% | 35.90%-23.6pp | 282.51%-270.3pp | 40.90%-28.6pp |
| Employer contribution / active EE | $6,221 | $2,158+188.3% | $2,721+128.6% | $2,631+136.5% |
| Participant deferral / active EE | $11,854 | $3,030+291.2% | $4,175+183.9% | $4,212+181.5% |
| Admin fee / account holder | $1,079 | $4,863-77.8% | $5,349-79.8% | $7,344-85.3% |