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 | $20,802 |
MUTUAL ADVISORS LLC2 years Service code 27 PO BOX 2864 · CAMARILLO, CA 93011 | Advisory (Plan) | $18,312 |
R-TECH CONSULTANTS, INC.9+ years Service code 13 21331 COSTANSO STREET · WOOODLAND HILLS, CA 91364 | Contract Administrator | $10,712 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,718 |
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 | $34,631 | $76,670-54.8% | $96,683-64.2% | $71,457-51.5% |
| Participation rate | 43.1% | 66.6%-23.4pp | 74.3%-31.2pp | 67.9%-24.8pp |
| Annual return | 15.02% | 48.29%-33.3pp | 35.69%-20.7pp | 28.85%-13.8pp |
| Employer contribution / active EE | $0 | $3,031-100.0% | $3,737-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $2,169 | $3,771-42.5% | $4,878-55.5% | $4,289-49.4% |
| Admin fee / account holder | $385 | $2,028-81.0% | $6,730-94.3% | $1,587-75.8% |