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 7-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 | $38,166 |
Filed as: GALLAGHER BENEFIT SERVICES INC Service code 27 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Advisory (Plan) | $35,463 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $18,437 |
Service code 13 101 BRADFORD ROAD, SUITE 200 · WEXFORD, PA 15090 | Contract Administrator | $8,329 |
Service code 10 THREE GATEWAY CENTER STE 1800 · PITTSBURGH, PA 15222 | Accounting | $7,479 |
LPL FINANCIAL4 years Service code 99 PO BOX 502533 · SAN DIEGO, CA 92150 | Other Fees | -$4,253 |
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 | $57,904 | $119,446-51.5% | $150,045-61.4% | $85,563-32.3% |
| Participation rate | 84.7% | 75.4%+9.3pp | 82.3%+2.4pp | 66.0%+18.8pp |
| Annual return | 22.02% | 23.72%-1.7pp | 62.55%-40.5pp | 31.51%-9.5pp |
| Employer contribution / active EE | $4,238 | $4,078+3.9% | $4,693-9.7% | $2,654+59.7% |
| Participant deferral / active EE | $13,698 | $7,985+71.5% | $7,997+71.3% | $4,375+213.1% |
| Admin fee / account holder | $339 | $548-38.1% | $13,435-97.5% | $834-59.4% |