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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
PROVENANCE WEALTH ADVISORS2 years Filed as: PROVENANCE WEALTH ADVISORS LLC Service code 27 · EIN 65-0978008 | Advisory (Plan) | $35,161 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,971 |
PENSION SERVICES, INC.2 years Service code 13 · EIN 65-0158316 | Contract Administrator | $3,848 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,411 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,711 | $84,487-40.0% | $125,339-59.5% | $66,914-24.2% |
| Participation rate | 83.1% | 76.4%+6.7pp | 82.4%+0.7pp | 69.8%+13.3pp |
| Annual return | -15.70% | -8.39%-7.3pp | 572.05%-587.8pp | 1.58%-17.3pp |
| Employer contribution / active EE | $1,703 | $3,553-52.1% | $4,814-64.6% | $2,544-33.0% |
| Participant deferral / active EE | $3,760 | $6,781-44.6% | $7,446-49.5% | $4,237-11.3% |
| Admin fee / account holder | $418 | $685-39.0% | $10,010-95.8% | $593-29.6% |