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 | $28,004 |
MUTUAL ADVISORS LLC3 years Service code 27 PO BOX 2864 · CAMARILLO, CA 930112864 | Advisory (Plan) | $22,982 |
R-TECH CONSULTANTS, INC.1 year Filed as: R-TECH CONSULTANTS INC Service code 13 21331 CONSTANSO STREET · WOODLAND HILLS, CA 91364 | Contract Administrator | $12,852 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,308 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $40,200 | $80,724-50.2% | $103,333-61.1% | $74,495-46.0% |
| Participation rate | 44.3% | 65.7%-21.4pp | 74.5%-30.3pp | 67.2%-22.9pp |
| Annual return | 8.84% | 27.56%-18.7pp | 24.88%-16.0pp | 1364.94%-1356.1pp |
| Employer contribution / active EE | $0 | $3,157-100.0% | $3,868-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $2,682 | $3,860-30.5% | $5,057-47.0% | $4,346-38.3% |
| Admin fee / account holder | $514 | $2,368-78.3% | $8,355-93.8% | $1,942-73.5% |