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 3-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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,406 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $21,133 |
Filed as: RAYMOND JAMES Service code 27 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $18,304 |
Filed as: FIFTH THIRD BANK Service code 99 38 FOUNTAIN SQ PLZ · CINCINNATI, OH 45263 | Other Fees | $4,451 |
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 | $62,149 | $100,326-38.1% | $180,183-65.5% | $84,808-26.7% |
| Participation rate | 79.7% | 71.0%+8.7pp | 77.4%+2.3pp | 68.3%+11.4pp |
| Annual return | 15.78% | 17.86%-2.1pp | 27.86%-12.1pp | 40.90%-25.1pp |
| Employer contribution / active EE | $3,845 | $3,269+17.6% | $5,039-23.7% | $2,631+46.1% |
| Participant deferral / active EE | $8,524 | $5,066+68.3% | $6,822+24.9% | $4,212+102.4% |
| Admin fee / account holder | $383 | $9,674-96.0% | $19,975-98.1% | $7,344-94.8% |