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 |
|---|---|---|
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $45,083 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,345 |
ELLIS BENEFITS GROUP, INC.2 years Filed as: ELLIS BENEFITS GROUP INC. Service code 13 | Contract Administrator | $5,000 |
ELLIS BENEFITS GROUP, INC.2 years Filed as: ELLIS BENEFITS GROUP INC Service code 13 PO BOX 2470 · CORDOVA, TN 380882470 | Contract Administrator | $2,910 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $138,456 | $102,317+35.3% | $146,958-5.8% | $80,856+71.2% |
| Participation rate | 87.1% | 75.8%+11.2pp | 82.2%+4.9pp | 67.6%+19.4pp |
| Annual return | 12.17% | 134.76%-122.6pp | 418.34%-406.2pp | 35.59%-23.4pp |
| Employer contribution / active EE | $3,550 | $3,713-4.4% | $4,933-28.0% | $2,755+28.9% |
| Participant deferral / active EE | $7,092 | $6,644+6.8% | $8,070-12.1% | $4,296+65.1% |
| Admin fee / account holder | $312 | $7,941-96.1% | $12,998-97.6% | $6,918-95.5% |