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 9-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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $35,390 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 55 PO BOX 9500 · SPRINGFIELD, MA 01102 | Other Commissions | $15,044 |
QUALIFIED PLANS, LLC1 year Filed as: QUALIFIED PLAN CONSULTANTS, LLC Service code 13 4949 WESTOWN PARKWAY, SUITE 110 · WEST DES MOINES, IA 50266 | Contract Administrator | $4,157 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,296 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $29,578 | $64,119-53.9% | $112,228-73.6% | $66,914-55.8% |
| Participation rate | 76.3% | 68.5%+7.8pp | 75.1%+1.3pp | 69.8%+6.5pp |
| Annual return | -25.57% | -13.81%-11.8pp | 27.45%-53.0pp | 1.58%-27.2pp |
| Employer contribution / active EE | $2,460 | $3,005-18.1% | $3,635-32.3% | $2,544-3.3% |
| Participant deferral / active EE | $4,108 | $3,693+11.2% | $4,728-13.1% | $4,237-3.0% |
| Admin fee / account holder | $337 | $625-46.1% | $6,410-94.7% | $593-43.2% |