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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31,932 |
OSAIC WEALTH INC1 year Service code 55 10 EXCHANGE PLACE STE 1410 · JERSEY CITY, NJ 07302 | Other Commissions | $21,264 |
Service code 27 6300 BRIDGE POINT PKWY BLDG 1 STE 3 · AUSTIN, TX 787305097 | Advisory (Plan) | $5,447 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $100,854 | $88,083+14.5% | $164,813-38.8% | $74,495+35.4% |
| Participation rate | 65.4% | 73.0%-7.6pp | 78.6%-13.2pp | 67.2%-1.8pp |
| Annual return | 14.71% | 17.26%-2.5pp | 69.93%-55.2pp | 1364.94%-1350.2pp |
| Employer contribution / active EE | $1,175 | $2,593-54.7% | $4,341-72.9% | $2,623-55.2% |
| Participant deferral / active EE | $3,492 | $4,498-22.4% | $6,031-42.1% | $4,346-19.6% |
| Admin fee / account holder | $343 | $2,234-84.6% | $12,690-97.3% | $1,942-82.3% |