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 | $30,208 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS COMP Service code 55 PO BOX 9500 · SPRINFIELD, MA 011029500 | Other Commissions | $11,432 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,867 |
Service code 99 1801 CALIFORNIA ST · DENVER, CO 80202 | Other Fees | $1,436 |
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 | $80,634 | $73,933+9.1% | $96,683-16.6% | $75,163+7.3% |
| Participation rate | 70.4% | 66.4%+3.9pp | 74.3%-4.0pp | 67.2%+3.2pp |
| Annual return | 23.05% | 26.70%-3.7pp | 35.69%-12.6pp | 160.62%-137.6pp |
| Employer contribution / active EE | $1,380 | $2,928-52.9% | $3,737-63.1% | $2,670-48.3% |
| Participant deferral / active EE | $6,368 | $3,659+74.1% | $4,878+30.5% | $4,125+54.4% |
| Admin fee / account holder | $379 | $5,216-92.7% | $6,730-94.4% | $5,651-93.3% |