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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $87,320 |
Service code 99 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Other Fees | $52,528 |
CLIFTONLARSONALLEN LLP6 years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 2021 SPRING ROAD, SUITE 200 · OAK BROOK, IL 60523 | Accounting | $18,300 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,879 |
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.)
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 | $97,880 | $89,436+9.4% | $164,813-40.6% | $77,643+26.1% |
| Participation rate | 67.8% | 78.6%-10.8pp | 78.6%-10.8pp | 70.6%-2.8pp |
| Annual return | 13.56% | 28.83%-15.3pp | 69.93%-56.4pp | 31.24%-17.7pp |
| Employer contribution / active EE | $1,800 | $2,569-29.9% | $4,341-58.5% | $2,726-34.0% |
| Participant deferral / active EE | $3,516 | $4,897-28.2% | $6,031-41.7% | $4,647-24.3% |
| Admin fee / account holder | $303 | $339-10.8% | $12,690-97.6% | $430-29.6% |