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 |
|---|---|---|
WELLTH ADVISORY SERVICES LLC2 years Service code 27 722 ESSINGTON RD STE A · JOLIET, IL 60435 | Advisory (Plan) | $49,282 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,122 |
CLIFTONLARSONALLEN LLP7 years Filed as: CLIFTON LARSON ALLEN WEALTH ADVISOR Service code 10 P.O. BOX 829709 · PHILADELPHIA, PA 19182 | Accounting | $11,025 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,825 |
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 | $82,069 | $66,098+24.2% | $101,794-19.4% | $74,304+10.5% |
| Participation rate | 97.6% | 53.8%+43.9pp | 69.2%+28.5pp | 60.3%+37.3pp |
| Annual return | 14.42% | 19.59%-5.2pp | 30.53%-16.1pp | 29.43%-15.0pp |
| Employer contribution / active EE | $1,619 | $1,082+49.7% | $2,289-29.3% | $2,241-27.8% |
| Participant deferral / active EE | $4,573 | $2,781+64.4% | $4,084+12.0% | $3,767+21.4% |
| Admin fee / account holder | $438 | $4,146-89.4% | $8,777-95.0% | $2,969-85.3% |