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 | $28,184 |
CETERA ADVISOR NETWORKS LLC9+ years Filed as: CETERA ADVISOR NETWORKS, LLC Service code 27 2301 ROSECRANS AVE., #5100 · EL SEGUNDO, CA 902455670 | Advisory (Plan) | $12,702 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,821 |
PASI, LLC9+ years Service code 13 | Contract Administrator | $6,254 |
Filed as: CETERA INVESTMENT ADVISERS LLC Service code 27 200 N PACIFIC COAST HWY STE 1200 · EL SEGUNDO, CA 90245 | Advisory (Plan) | $6,063 |
FSW&B CPA'S LLC8+ years Service code 10 · EIN 46-4019637 205 W. MCELROY · STILLWATER, OK 74075 | Accounting | $4,286 |
PASI, LLC9+ years Filed as: PASI LLC Service code 13 · EIN 26-1407927 10 TALCOTT NOTCH RD STE 200 · FARMINGTON, CT 06032 | Contract Administrator | $425 |
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 | $42,277 | $56,423-25.1% | $77,163-45.2% | $71,457-40.8% |
| Participation rate | 87.9% | 64.3%+23.6pp | 69.6%+18.3pp | 67.9%+20.0pp |
| Annual return | 9.68% | 19.05%-9.4pp | 37.87%-28.2pp | 28.85%-19.2pp |
| Employer contribution / active EE | $1,452 | $1,866-22.2% | $2,535-42.7% | $2,588-43.9% |
| Participant deferral / active EE | $2,353 | $3,142-25.1% | $3,833-38.6% | $4,289-45.1% |
| Admin fee / account holder | $401 | $1,429-71.9% | $5,472-92.7% | $1,587-74.7% |