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 |
|---|---|---|
ARGENT TRUST COMPANY3 years Service code 27 500 EAST REYNOLDS DRIVE · RUSTON, LA 71270 | Advisory (Plan) | $97,163 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $49,726 |
HEARD MCELROY & VESTAL, LLC10+ years Service code 13 · EIN 72-0398470 333 TEXAS STREET, SUITE 1525 · SHREVEPORT, LA 71101 | Contract Administrator | $42,886 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $35,927 |
WEAVER AND TIDWELL, LLP3 years Service code 10 2821 W 7TH STREET SUITE 700 · FORT WORTH, TX 76107 | Accounting | $15,330 |
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 | $102,863 | $106,028-3.0% | $146,958-30.0% | $77,643+32.5% |
| Participation rate | 78.4% | 78.4%0pp | 82.2%-3.8pp | 70.6%+7.8pp |
| Annual return | 15.02% | 56.73%-41.7pp | 418.34%-403.3pp | 31.24%-16.2pp |
| Employer contribution / active EE | $3,650 | $4,063-10.2% | $4,933-26.0% | $2,726+33.9% |
| Participant deferral / active EE | $7,468 | $7,990-6.5% | $8,070-7.5% | $4,647+60.7% |
| Admin fee / account holder | $383 | $337+13.4% | $12,998-97.1% | $430-11.1% |