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 | $28,232 |
FREEDOM FIDUCIARIES LLC2 years Service code 27 250 S 5TH ST · BOISE, ID 83702 | Advisory (Plan) | $17,388 |
PINNACLE PENSION SERVICES2 years Service code 13 3101 W MAIN STREET · BOISE, ID 83702 | Contract Administrator | $7,108 |
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 | $99,115 | $86,944+14.0% | $107,525-7.8% | $74,304+33.4% |
| Participation rate | 97.1% | 59.6%+37.6pp | 75.1%+22.1pp | 60.3%+36.8pp |
| Annual return | 16.08% | 23.52%-7.4pp | 181.32%-165.2pp | 29.43%-13.3pp |
| Employer contribution / active EE | $3,150 | $2,757+14.3% | $3,754-16.1% | $2,241+40.6% |
| Participant deferral / active EE | $4,879 | $3,554+37.3% | $5,116-4.6% | $3,767+29.5% |
| Admin fee / account holder | $443 | $3,727-88.1% | $8,919-95.0% | $2,969-85.1% |