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 |
|---|---|---|
HILL WARD HENDERSON5 years Filed as: HILL BARTH & KING LLC DBA HBK CPAS Service code 10 6603 SUMMIT DR · CANFIELD, OH 44406 | Accounting | $31,186 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $17,996 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,420 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,272 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,743 | $54,229+58.1% | $70,092+22.3% | $68,494+25.2% |
| Participation rate | 55.0% | 64.5%-9.5pp | 70.5%-15.5pp | 67.9%-12.9pp |
| Annual return | -13.64% | -13.87%+0.2pp | 190.73%-204.4pp | -7.84%-5.8pp |
| Employer contribution / active EE | $2,834 | $2,018+40.4% | $2,559+10.8% | $2,596+9.2% |
| Participant deferral / active EE | $4,099 | $2,956+38.7% | $3,849+6.5% | $4,027+1.8% |
| Admin fee / account holder | $614 | $4,694-86.9% | $6,267-90.2% | $5,403-88.6% |