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 O Service code 15 · EIN 84-0467907 | Recordkeeping | $58,805 |
Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $30,202 |
PRICEWATERHOUSECOOPERS LLP9+ years Service code 10 2001 ROSS AVE STE 1800 · DALLAS, TX 75201 | Accounting | $7,264 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $80 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $193,937 | $82,978+133.7% | $129,995+49.2% | $71,457+171.4% |
| Participation rate | 94.0% | 74.1%+19.9pp | 78.5%+15.5pp | 67.9%+26.1pp |
| Annual return | 18.33% | 20.60%-2.3pp | -137.18%+155.5pp | 28.85%-10.5pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,320-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $10,134 | $4,432+128.7% | $5,820+74.1% | $4,289+136.3% |
| Admin fee / account holder | $512 | $1,729-70.4% | $10,614-95.2% | $1,587-67.8% |