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 INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $64,671 |
Filed as: GALLAGHER BENEFIT SERVICES INC Service code 27 1100 SUPERIOR AVE · CLEVELAND, OH 44114 | Advisory (Plan) | $43,091 |
Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $22,522 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,411 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $51,565 | $69,823-26.1% | $77,163-33.2% | $74,419-30.7% |
| Participation rate | 90.8% | 70.0%+20.8pp | 69.6%+21.3pp | 70.7%+20.1pp |
| Annual return | 15.38% | 19.98%-4.6pp | 37.87%-22.5pp | 34.38%-19.0pp |
| Employer contribution / active EE | $3,744 | $2,150+74.1% | $2,535+47.7% | $2,637+41.9% |
| Participant deferral / active EE | $5,579 | $3,558+56.8% | $3,833+45.5% | $4,528+23.2% |
| Admin fee / account holder | $307 | $398-22.8% | $5,472-94.4% | $348-11.7% |