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 ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $29,932 |
CETERA ADVISOR NETWORKS LLC8+ years Filed as: CETERA ADVISOR NETWORKS, LLC Service code 27 2301 R N PACIFIC COAST HWY STE 1200 · EL SEGUNDO, CA 902455670 | Advisory (Plan) | $19,841 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,372 |
FSW&B CPA'S LLC7+ years Service code 10 · EIN 46-4019637 | Accounting | $8,532 |
PASI, LLC8+ years Service code 13 | Contract Administrator | $6,614 |
PASI, LLC8+ years Filed as: PASI LLC Service code 13 · EIN 26-1407927 10 TALCOTT NOTCH RD STE 200 · FARMINGTON, CT 06032 | Contract Administrator | $475 |
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 | $45,147 | $50,199-10.1% | $70,092-35.6% | $66,914-32.5% |
| Participation rate | 85.8% | 66.3%+19.5pp | 70.5%+15.4pp | 69.8%+16.0pp |
| Annual return | -11.78% | -13.85%+2.1pp | 190.73%-202.5pp | 1.58%-13.4pp |
| Employer contribution / active EE | $1,051 | $1,864-43.6% | $2,559-58.9% | $2,544-58.7% |
| Participant deferral / active EE | $2,525 | $3,112-18.9% | $3,849-34.4% | $4,237-40.4% |
| Admin fee / account holder | $484 | $600-19.3% | $6,267-92.3% | $593-18.4% |