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 LIFE & ANNUITY INSURANCE CO Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $38,678 |
ORGEL WEALTH MANAGEMENT8+ years Filed as: ORGEL WEALTH MANAGEMENT, LLC Service code 99 2420 RIVERS EDGE DRIVE · ALTOONA, WI 54720 | Other Fees | $18,675 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,494 | $54,229+42.9% | $70,092+10.6% | $68,494+13.1% |
| Participation rate | 97.3% | 64.5%+32.8pp | 70.5%+26.8pp | 67.9%+29.4pp |
| Annual return | -15.48% | -13.87%-1.6pp | 190.73%-206.2pp | -7.84%-7.6pp |
| Employer contribution / active EE | $732 | $2,018-63.7% | $2,559-71.4% | $2,596-71.8% |
| Participant deferral / active EE | $3,077 | $2,956+4.1% | $3,849-20.1% | $4,027-23.6% |
| Admin fee / account holder | $568 | $4,694-87.9% | $6,267-90.9% | $5,403-89.5% |