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 LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $36,501 |
Filed as: STONE HILL FIDUCIARY MANAGEMENT, LL Service code 27 1010 NORTHERN BLVD STE 308 · GREAT NECK, NY 11021 | Advisory (Plan) | $25,652 |
CARON & BLETZER, PLLC1+ years Service code 10 1 LIBRARY LANE · KINGSTON, NH 03848 | Accounting | $6,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $987 |
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 | $70,878 | $88,634-20.0% | $101,326-30.0% | $74,304-4.6% |
| Participation rate | 90.8% | 76.9%+14.0pp | 81.5%+9.3pp | 60.3%+30.5pp |
| Annual return | 18.91% | 33.10%-14.2pp | 36.82%-17.9pp | 29.43%-10.5pp |
| Employer contribution / active EE | $1,493 | $2,930-49.1% | $3,665-59.3% | $2,241-33.4% |
| Participant deferral / active EE | $4,700 | $7,322-35.8% | $7,994-41.2% | $3,767+24.8% |
| Admin fee / account holder | $463 | $2,425-80.9% | $11,185-95.9% | $2,969-84.4% |