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: COMMONWEALTH EQUITY SERVICES LLC DB Service code 27 29 SAWYER RD · WALTHAM, MA 024533483 | Advisory (Plan) | $39,325 |
Filed as: ANDERS MINKLER HUBER & HELM LLP DBA Service code 10 800 MARKET ST · ST LOUIS, MO 63101 | Accounting | $12,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,486 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,004 |
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 | $84,063 | $45,602+84.3% | $117,472-28.4% | $66,914+25.6% |
| Participation rate | 90.2% | 57.6%+32.6pp | 70.6%+19.6pp | 69.8%+20.4pp |
| Annual return | -15.25% | -16.74%+1.5pp | 29.74%-45.0pp | 1.58%-16.8pp |
| Employer contribution / active EE | $2,246 | $1,579+42.3% | $4,176-46.2% | $2,544-11.7% |
| Participant deferral / active EE | $2,632 | $2,845-7.5% | $4,070-35.3% | $4,237-37.9% |
| Admin fee / account holder | $559 | $661-15.3% | $5,645-90.1% | $593-5.7% |