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) | $18,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,246 |
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 | $4,694 |
Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $60 |
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 | $88,168 | $59,101+49.2% | $77,163+14.3% | $75,163+17.3% |
| Participation rate | 54.3% | 63.9%-9.5pp | 69.6%-15.3pp | 67.2%-12.9pp |
| Annual return | 10.56% | 26.71%-16.2pp | 37.87%-27.3pp | 160.62%-150.1pp |
| Employer contribution / active EE | $1,687 | $1,995-15.4% | $2,535-33.4% | $2,670-36.8% |
| Participant deferral / active EE | $3,569 | $2,999+19.0% | $3,833-6.9% | $4,125-13.5% |
| Admin fee / account holder | $460 | $4,774-90.4% | $5,472-91.6% | $5,651-91.9% |