See peer percentile detail. $4.99 for your first month.
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Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
PROVENANCE WEALTH ADVISORS3 years Filed as: PROVENANCE WEALTH ADVISORS LLC Service code 27 · EIN 65-0978008 | Advisory (Plan) | $31,874 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,476 |
PENSION SERVICES, INC.3 years Service code 13 · EIN 65-0158316 | Contract Administrator | $5,907 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,811 |
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.
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 | $59,646 | $91,407-34.7% | $135,903-56.1% | $71,457-16.5% |
| Participation rate | 82.1% | 75.7%+6.5pp | 81.9%+0.2pp | 67.9%+14.2pp |
| Annual return | 16.08% | 29.90%-13.8pp | 68.23%-52.2pp | 28.85%-12.8pp |
| Employer contribution / active EE | $2,737 | $3,703-26.1% | $4,856-43.6% | $2,588+5.8% |
| Participant deferral / active EE | $4,370 | $7,092-38.4% | $7,758-43.7% | $4,289+1.9% |
| Admin fee / account holder | $395 | $1,266-68.8% | $10,762-96.3% | $1,587-75.1% |