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 9-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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $39,304 |
Service code 27 3455 N WINSOME PL · BOISE, ID 83702 | Advisory (Plan) | $22,133 |
TOWNSQUARE CAPITAL LLC6 years Filed as: TOWNSQUARE CAPITAL INC Service code 27 5314 RIVER RUN DR STE 300 · PROVO, UT 84604 | Advisory (Plan) | $21,689 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,047 |
COOPER SAVAS LLC6 years Filed as: COOPER NORMAN CPA'S & BUISNESS ADVI Service code 10 444 HOSPITAL WAY · POCATELLO, ID 83201 | Accounting | $5,000 |
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 | $131,837 | $49,922+164.1% | $80,569+63.6% | $75,163+75.4% |
| Participation rate | 82.7% | 55.3%+27.4pp | 67.0%+15.7pp | 67.2%+15.5pp |
| Annual return | 15.82% | 34.69%-18.9pp | 935.43%-919.6pp | 160.62%-144.8pp |
| Employer contribution / active EE | $41,586 | $1,698+2348.8% | $2,723+1426.9% | $2,670+1457.6% |
| Participant deferral / active EE | $10,401 | $2,990+247.8% | $4,447+133.9% | $4,125+152.1% |
| Admin fee / account holder | $661 | $3,577-81.5% | $5,377-87.7% | $5,651-88.3% |