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 CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $73,597 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $21,583 |
Filed as: BENEFIT PLANS PLUS, LLC Service code 13 11701 BORMAN DRIVE · ST. LOUIS, MO 63146 | Contract Administrator | $15,840 |
Filed as: EMPOWER FINANCIAL SERVICES Service code 33 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CA 80111 | Securities brokerage; Shareholder ser... | $13,727 |
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $328,092 | $55,415+492.1% | $155,509+111.0% | $74,495+340.4% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 13.21% | 268.50%-255.3pp | 64.67%-51.5pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $17,010 | $2,267+650.3% | $4,672+264.1% | $2,623+548.5% |
| Participant deferral / active EE | $11,135 | $2,836+292.6% | $5,626+97.9% | $4,346+156.2% |
| Admin fee / account holder | $349 | $1,738-79.9% | $15,912-97.8% | $1,942-82.0% |