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: AXA ADVISORS LLC Service code 27 1290 AVENUE OF THE AMERICAS · NEW YORK, NY 10104 | Advisory (Plan) | $26,231 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,009 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $743 |
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 | $77,954 | $59,805+30.3% | $79,550-2.0% | $68,494+13.8% |
| Participation rate | 70.8% | 61.1%+9.8pp | 69.5%+1.3pp | 67.9%+2.9pp |
| Annual return | -14.85% | -12.30%-2.6pp | 0.16%-15.0pp | -7.84%-7.0pp |
| Employer contribution / active EE | $1,648 | $1,505+9.5% | $2,413-31.7% | $2,596-36.5% |
| Participant deferral / active EE | $4,465 | $3,024+47.6% | $3,985+12.0% | $4,027+10.9% |
| Admin fee / account holder | $331 | $4,835-93.2% | $6,832-95.2% | $5,403-93.9% |