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 INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $72,164 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $67,613 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $94,611 | $76,050+24.4% | $96,544-2.0% | $71,457+32.4% |
| Participation rate | 99.1% | 74.4%+24.7pp | 76.0%+23.2pp | 67.9%+31.2pp |
| Annual return | 17.03% | 22.81%-5.8pp | 25.84%-8.8pp | 28.85%-11.8pp |
| Employer contribution / active EE | $4,253 | $2,244+89.5% | $2,965+43.4% | $2,588+64.4% |
| Participant deferral / active EE | $11,902 | $4,215+182.3% | $4,851+145.4% | $4,289+177.5% |
| Admin fee / account holder | $431 | $2,707-84.1% | $8,252-94.8% | $1,587-72.8% |