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 |
|---|---|---|
Service code 27 9855 W 78TH ST STE 100 · EDEN PRAIRIE, MN 55344 | Advisory (Plan) | $24,429 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,937 |
RSM US LLP6 years Filed as: MCGLADREY LLP Service code 99 5155 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Other Fees | $20,475 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,415 |
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 | $36,777 | $78,485-53.1% | $106,213-65.4% | $74,495-50.6% |
| Participation rate | 96.6% | 72.8%+23.8pp | 75.3%+21.3pp | 67.2%+29.4pp |
| Annual return | 13.72% | 15.95%-2.2pp | 116.14%-102.4pp | 1364.94%-1351.2pp |
| Employer contribution / active EE | $1,164 | $2,523-53.9% | $3,171-63.3% | $2,623-55.6% |
| Participant deferral / active EE | $3,677 | $4,322-14.9% | $5,016-26.7% | $4,346-15.4% |
| Admin fee / account holder | $370 | $2,232-83.4% | $11,033-96.6% | $1,942-80.9% |