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 INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,073 |
HANCOCK WHITNEY BANK5 years Filed as: WHITNEY BANK Service code 99 2510 14TH ST · GULFPORT, MS 39501 | Other Fees | $12,142 |
SENTINEL PENSION LLC6 years Service code 10 6811 JEFFERSON HWY · BATON ROUGE, LA 70806 | Accounting | $11,518 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $379 |
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 | $37,418 | $65,061-42.5% | $143,757-74.0% | $66,914-44.1% |
| Participation rate | 36.3% | 65.2%-28.9pp | 80.3%-44.0pp | 69.8%-33.5pp |
| Annual return | -17.76% | -11.14%-6.6pp | -0.04%-17.7pp | 1.58%-19.3pp |
| Employer contribution / active EE | $560 | $2,361-76.3% | $4,951-88.7% | $2,544-78.0% |
| Participant deferral / active EE | $1,254 | $2,919-57.0% | $5,637-77.8% | $4,237-70.4% |
| Admin fee / account holder | $411 | $502-18.1% | $14,673-97.2% | $593-30.7% |