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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $32,680 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS COMP Service code 55 PO BOX 9500 · SPRINFIELD, MA 011029500 | Other Commissions | $13,186 |
Service code 99 1801 CALIFORNIA STREET · DENVER, CO 80202 | Other Fees | $1,649 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,284 |
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 | $83,935 | $64,707+29.7% | $112,228-25.2% | $68,494+22.5% |
| Participation rate | 72.1% | 67.2%+4.9pp | 75.1%-3.0pp | 67.9%+4.2pp |
| Annual return | -16.49% | -11.40%-5.1pp | 27.45%-43.9pp | -7.84%-8.7pp |
| Employer contribution / active EE | $2,048 | $2,746-25.4% | $3,635-43.6% | $2,596-21.1% |
| Participant deferral / active EE | $5,383 | $3,565+51.0% | $4,728+13.9% | $4,027+33.7% |
| Admin fee / account holder | $396 | $5,232-92.4% | $6,410-93.8% | $5,403-92.7% |