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 | $48,499 |
Filed as: FIRST CITIZENS BANK AND TRUST COMPA Service code 27 PO BOX 29522 · RALEIGH, NC 27626 | Advisory (Plan) | $30,000 |
Service code 10 615 OBERLIN RD STE 200 · RALEIGH, NC 27605 | Accounting | $14,500 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,307 |
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 | $47,589 | $56,767-16.2% | $101,794-53.2% | $85,563-44.4% |
| Participation rate | 81.1% | 57.6%+23.5pp | 69.2%+11.9pp | 66.0%+15.1pp |
| Annual return | 13.76% | 17.76%-4.0pp | 30.53%-16.8pp | 31.51%-17.7pp |
| Employer contribution / active EE | $1,000 | $1,112-10.0% | $2,289-56.3% | $2,654-62.3% |
| Participant deferral / active EE | $2,569 | $2,720-5.5% | $4,084-37.1% | $4,375-41.3% |
| Admin fee / account holder | $333 | $1,098-69.7% | $8,777-96.2% | $834-60.1% |