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 4-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 CO OF AM Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $95,666 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $27,001 |
Filed as: SENTINEL BENEFITS GROUP INC. Service code 13 55 WALKERS BROOK DR · READING, MA 01867 | Contract Administrator | $5,255 |
EVEREN SECURITIES INC3+ years Service code 55 10700 WHEAT FIRST DRIVE · GLEN ALLEN, VA 23060 | Other Commissions | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,261 | $82,978+2.8% | $130,231-34.5% | $74,419+14.6% |
| Participation rate | 90.5% | 73.7%+16.8pp | 76.3%+14.2pp | 70.7%+19.8pp |
| Annual return | 16.55% | 123.05%-106.5pp | 38.77%-22.2pp | 34.38%-17.8pp |
| Employer contribution / active EE | $4,646 | $3,391+37.0% | $4,126+12.6% | $2,637+76.2% |
| Participant deferral / active EE | $7,078 | $5,370+31.8% | $6,799+4.1% | $4,528+56.3% |
| Admin fee / account holder | $303 | $354-14.4% | $6,020-95.0% | $348-12.9% |