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 | $48,835 |
SENTINEL PENSION ADVISORS7 years Service code 27 · EIN 04-3422848 | Advisory (Plan) | $29,855 |
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.)
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 | $86,796 | $30,588+183.8% | $53,898+61.0% | $85,563+1.4% |
| Participation rate | 27.7% | 26.3%+1.4pp | 55.0%-27.2pp | 66.0%-38.2pp |
| Annual return | 12.99% | 50.42%-37.4pp | 528.60%-515.6pp | 31.51%-18.5pp |
| Employer contribution / active EE | $0 | $436-100.0% | $932-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $1,799 | $848+112.2% | $1,826-1.5% | $4,375-58.9% |
| Admin fee / account holder | $727 | $1,879-61.3% | $2,491-70.8% | $834-12.8% |