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: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,226 |
Filed as: RAYMOND JAMES Service code 27 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $22,754 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $67,270 | $80,724-16.7% | $103,333-34.9% | $74,495-9.7% |
| Participation rate | 45.0% | 65.7%-20.7pp | 74.5%-29.5pp | 67.2%-22.2pp |
| Annual return | 11.68% | 27.56%-15.9pp | 24.88%-13.2pp | 1364.94%-1353.3pp |
| Employer contribution / active EE | $540 | $3,157-82.9% | $3,868-86.0% | $2,623-79.4% |
| Participant deferral / active EE | $2,815 | $3,860-27.1% | $5,057-44.3% | $4,346-35.2% |
| Admin fee / account holder | $434 | $2,368-81.7% | $8,355-94.8% | $1,942-77.6% |