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 INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,986 |
ROSENFIELD AND COMPANY PLLC1 year Service code 10 201 E PINE ST STE 730 · ORLANDO, FL 32801 | Accounting | $12,500 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $3,594 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,872 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $21,333 | $59,805-64.3% | $79,550-73.2% | $68,494-68.9% |
| Participation rate | 88.7% | 61.1%+27.6pp | 69.5%+19.2pp | 67.9%+20.8pp |
| Annual return | -16.71% | -12.30%-4.4pp | 0.16%-16.9pp | -7.84%-8.9pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,721 | $3,024+56.1% | $3,985+18.5% | $4,027+17.2% |
| Admin fee / account holder | $351 | $4,835-92.7% | $6,832-94.9% | $5,403-93.5% |