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 |
|---|---|---|
MEASURED RISK PORTFOLIOS INC5+ years Service code 27 5405 MOREHOUSE DR STE 230 · SAN DIEGO, CA 92121 | Advisory (Plan) | $21,107 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,915 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,451 |
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 | $64,896 | $64,707+0.3% | $112,228-42.2% | $68,494-5.3% |
| Participation rate | 77.9% | 67.2%+10.8pp | 75.1%+2.9pp | 67.9%+10.0pp |
| Annual return | -16.47% | -11.40%-5.1pp | 27.45%-43.9pp | -7.84%-8.6pp |
| Employer contribution / active EE | $692 | $2,746-74.8% | $3,635-81.0% | $2,596-73.4% |
| Participant deferral / active EE | $3,640 | $3,565+2.1% | $4,728-23.0% | $4,027-9.6% |
| Admin fee / account holder | $472 | $5,232-91.0% | $6,410-92.6% | $5,403-91.3% |