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 Service code 27 29 SAWYER RD · WALTHAM, MA 024533483 | Advisory (Plan) | $39,302 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,404 |
Filed as: ANDERS MINKLER HUBER & HELM LLP DBA Service code 10 800 MARKET ST · ST LOUIS, MO 63101 | Accounting | $8,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,983 |
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.
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 | $90,358 | $48,335+86.9% | $121,098-25.4% | $71,457+26.5% |
| Participation rate | 91.9% | 54.3%+37.7pp | 69.5%+22.5pp | 67.9%+24.0pp |
| Annual return | 13.96% | 23.32%-9.4pp | 985.75%-971.8pp | 28.85%-14.9pp |
| Employer contribution / active EE | $2,310 | $1,489+55.1% | $4,164-44.5% | $2,588-10.7% |
| Participant deferral / active EE | $2,798 | $2,754+1.6% | $4,080-31.4% | $4,289-34.8% |
| Admin fee / account holder | $470 | $1,841-74.4% | $5,644-91.7% | $1,587-70.4% |