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 |
|---|---|---|
Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $47,174 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,908 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,649 |
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 | $97,461 | $79,171+23.1% | $102,423-4.8% | $74,495+30.8% |
| Participation rate | 95.7% | 74.8%+20.9pp | 76.5%+19.2pp | 67.2%+28.5pp |
| Annual return | 12.17% | 54.93%-42.8pp | 29.32%-17.2pp | 1364.94%-1352.8pp |
| Employer contribution / active EE | $3,425 | $2,362+45.0% | $3,023+13.3% | $2,623+30.6% |
| Participant deferral / active EE | $5,868 | $4,415+32.9% | $5,053+16.1% | $4,346+35.0% |
| Admin fee / account holder | $334 | $2,001-83.3% | $9,451-96.5% | $1,942-82.8% |