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 | $96,484-32.1% | $156,263-58.0% | $74,304-11.8% |
| Participation rate | 89.7% | 67.7%+22.1pp | 78.9%+10.8pp | 60.3%+29.4pp |
| Annual return | 15.08% | 17.73%-2.6pp | 59.47%-44.4pp | 29.43%-14.4pp |
| Employer contribution / active EE | $1,424 | $2,528-43.7% | $4,333-67.1% | $2,241-36.5% |
| Participant deferral / active EE | $3,989 | $4,286-6.9% | $6,158-35.2% | $3,767+5.9% |
| Admin fee / account holder | $462 | $3,728-87.6% | $14,255-96.8% | $2,969-84.5% |