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 INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,286 |
THE ANGELL PENSION GROUP, INC.9+ years Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $26,030 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $25,212 |
FORVIS MAZARS, LLP1 year Filed as: WEISER LLP Service code 10 60 CROSSWAYS PARK DR W STE 301 · WOODBURY, NY 117979816 | Accounting | $7,280 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,655 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,315 | $84,784-53.6% | $98,439-60.1% | $74,419-47.2% |
| Participation rate | 97.2% | 81.5%+15.7pp | 75.2%+22.0pp | 70.7%+26.5pp |
| Annual return | 16.99% | 20.59%-3.6pp | 21.16%-4.2pp | 34.38%-17.4pp |
| Employer contribution / active EE | $2,463 | $3,364-26.8% | $3,048-19.2% | $2,637-6.6% |
| Participant deferral / active EE | $4,198 | $5,218-19.6% | $4,738-11.4% | $4,528-7.3% |
| Admin fee / account holder | $318 | $204+55.7% | $8,948-96.4% | $348-8.5% |