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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $34,443 |
REDHAWK WEALTH ADVISORS3 years Filed as: REDHAWK WEALTH ADVISORS INC Service code 27 7700 FRANCE AVENUE S STE 430 · MINNEAPOLIS, MN 55435 | Advisory (Plan) | $21,935 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,156 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,553 | $91,760-28.6% | $156,181-58.0% | $67,986-3.6% |
| Participation rate | 89.7% | 65.0%+24.7pp | 78.8%+10.9pp | 57.2%+32.5pp |
| Annual return | 15.08% | 18.14%-3.1pp | 64.87%-49.8pp | 31.67%-16.6pp |
| Employer contribution / active EE | $1,424 | $2,419-41.1% | $4,294-66.8% | $2,019-29.5% |
| Participant deferral / active EE | $3,989 | $3,960+0.7% | $6,132-35.0% | $3,358+18.8% |
| Admin fee / account holder | $462 | $3,949-88.3% | $14,586-96.8% | $3,203-85.6% |