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 | $60,225 |
Filed as: RAYMOND JAMES Service code 27 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $56,015 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,214 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $71,230 | $42,353+68.2% | $79,550-10.5% | $64,808+9.9% |
| Participation rate | 45.6% | 64.8%-19.1pp | 69.5%-23.9pp | 71.5%-25.9pp |
| Annual return | -15.35% | -12.24%-3.1pp | 0.16%-15.5pp | 32.82%-48.2pp |
| Employer contribution / active EE | $218 | $1,181-81.6% | $2,413-91.0% | $2,506-91.3% |
| Participant deferral / active EE | $3,045 | $3,170-4.0% | $3,985-23.6% | $4,310-29.4% |
| Admin fee / account holder | $361 | $160+126.2% | $6,832-94.7% | $188+92.2% |