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 6-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 | $43,164 |
KESTRA INVESTMENT SERVICES LLC6+ years Service code 55 5707 SOUTHWEST PKWY · AUSTIN, TX 78735 | Other Commissions | $14,896 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $7,918 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,745 |
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 | $73,131 | $96,484-24.2% | $156,263-53.2% | $74,304-1.6% |
| Participation rate | 73.6% | 67.7%+5.9pp | 78.9%-5.4pp | 60.3%+13.2pp |
| Annual return | 21.73% | 17.73%+4.0pp | 59.47%-37.7pp | 29.43%-7.7pp |
| Employer contribution / active EE | $1,975 | $2,528-21.9% | $4,333-54.4% | $2,241-11.9% |
| Participant deferral / active EE | $9,393 | $4,286+119.2% | $6,158+52.5% | $3,767+149.3% |
| Admin fee / account holder | $478 | $3,728-87.2% | $14,255-96.6% | $2,969-83.9% |