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 | $107,607 |
BALDWIN & BALDWIN PLLC1 year Filed as: THE BALDWIN GROUP WEALTH ADVISORS L Service code 27 2050 MAIN ST STE 510 · IRVINE, CA 92614 | Advisory (Plan) | $68,923 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,808 |
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 | $115,726 | $79,013+46.5% | $100,391+15.3% | $74,495+55.3% |
| Participation rate | 94.5% | 79.5%+15.0pp | 81.5%+13.0pp | 67.2%+27.3pp |
| Annual return | 14.94% | 20.41%-5.5pp | 49.20%-34.3pp | 1364.94%-1350.0pp |
| Employer contribution / active EE | $3,661 | $3,021+21.2% | $3,942-7.1% | $2,623+39.6% |
| Participant deferral / active EE | $9,443 | $7,760+21.7% | $8,082+16.8% | $4,346+117.3% |
| Admin fee / account holder | $665 | $1,320-49.6% | $7,899-91.6% | $1,942-65.7% |