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 |
|---|---|---|
SEAN MEAD5 years Filed as: SEAN D CASTERLINE DBA DELTA CAPITAL Service code 27 698 N MAITLAND AVE · MAITLAND, FL 32751 | Advisory (Plan) | $44,736 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,247 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,090 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $78,388 | $66,098+18.6% | $101,794-23.0% | $74,304+5.5% |
| Participation rate | 56.1% | 53.8%+2.4pp | 69.2%-13.1pp | 60.3%-4.2pp |
| Annual return | 17.19% | 19.59%-2.4pp | 30.53%-13.3pp | 29.43%-12.2pp |
| Employer contribution / active EE | $1,686 | $1,082+55.9% | $2,289-26.3% | $2,241-24.8% |
| Participant deferral / active EE | $3,767 | $2,781+35.5% | $4,084-7.8% | $3,7670% |
| Admin fee / account holder | $523 | $4,146-87.4% | $8,777-94.0% | $2,969-82.4% |