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 | $25,478 |
MUTUAL ADVISORS LLC4 years Service code 27 PO BOX 2864 · CAMARILLO, CA 930112864 | Advisory (Plan) | $22,320 |
R-TECH CONSULTANTS, INC.2 years Filed as: R-TECH CONSULTANTS INC Service code 13 21331 CONSTANSO STREET · WOODLAND HILLS, CA 91364 | Contract Administrator | $11,440 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,306 |
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 | $58,154 | $86,944-33.1% | $107,525-45.9% | $74,304-21.7% |
| Participation rate | 44.1% | 59.6%-15.5pp | 75.1%-31.0pp | 60.3%-16.3pp |
| Annual return | 14.86% | 23.52%-8.7pp | 181.32%-166.5pp | 29.43%-14.6pp |
| Employer contribution / active EE | $0 | $2,757-100.0% | $3,754-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $2,714 | $3,554-23.6% | $5,116-47.0% | $3,767-28.0% |
| Admin fee / account holder | $581 | $3,727-84.4% | $8,919-93.5% | $2,969-80.4% |