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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,133 |
ABBEY STREET LLC1 year Service code 27 775 PRAIRIE CENTER DR · EDEN PRAIRIE, MN 55344 | Advisory (Plan) | $11,784 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,260 |
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 | $45,692 | $101,317-54.9% | $146,958-68.9% | $74,495-38.7% |
| Participation rate | 92.0% | 75.5%+16.5pp | 82.2%+9.8pp | 67.2%+24.8pp |
| Annual return | 21.82% | 8730.91%-8709.1pp | 418.34%-396.5pp | 1364.94%-1343.1pp |
| Employer contribution / active EE | $6,598 | $3,810+73.2% | $4,933+33.7% | $2,623+151.5% |
| Participant deferral / active EE | $10,029 | $7,303+37.3% | $8,070+24.3% | $4,346+130.8% |
| Admin fee / account holder | $303 | $1,739-82.6% | $12,998-97.7% | $1,942-84.4% |