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 |
|---|---|---|
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $18,432 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,792 |
HILL WARD HENDERSON6 years Filed as: HILL BARTH & KING LLC DBA HBK CPAS Service code 10 6603 SUMMIT DR · CANFIELD, OH 44406 | Accounting | $4,710 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,415 |
Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $120 |
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.
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 | $68,487 | $56,423+21.4% | $77,163-11.2% | $71,457-4.2% |
| Participation rate | 53.3% | 64.3%-11.0pp | 69.6%-16.3pp | 67.9%-14.7pp |
| Annual return | 12.14% | 19.05%-6.9pp | 37.87%-25.7pp | 28.85%-16.7pp |
| Employer contribution / active EE | $1,277 | $1,866-31.5% | $2,535-49.6% | $2,588-50.6% |
| Participant deferral / active EE | $1,673 | $3,142-46.7% | $3,833-56.3% | $4,289-61.0% |
| Admin fee / account holder | $337 | $1,429-76.4% | $5,472-93.8% | $1,587-78.8% |