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 INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $42,574 |
SENTINEL PENSION ADVISORS6 years Service code 27 · EIN 04-3422848 | Advisory (Plan) | $26,237 |
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 | $62,532 | $29,548+111.6% | $56,411+10.9% | $77,643-19.5% |
| Participation rate | 27.0% | 32.7%-5.7pp | 52.5%-25.5pp | 70.6%-43.6pp |
| Annual return | 16.63% | 19.01%-2.4pp | 1701.33%-1684.7pp | 31.24%-14.6pp |
| Employer contribution / active EE | $0 | $568-100.0% | $1,039-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $1,494 | $1,061+40.8% | $1,952-23.5% | $4,647-67.9% |
| Admin fee / account holder | $535 | $1,046-48.8% | $2,829-81.1% | $430+24.4% |