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 5-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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $50,183 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $20,364 |
Filed as: MAYFLOWER FINANCIAL ADVISORS LLC Service code 27 265 FRANKLIN ST STE 401 · BOSTON, MA 02110 | Advisory (Plan) | $6,894 |
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 | $37,695 | $101,317-62.8% | $146,958-74.4% | $74,495-49.4% |
| Participation rate | 98.2% | 75.5%+22.7pp | 82.2%+16.0pp | 67.2%+31.0pp |
| Annual return | 16.53% | 8730.91%-8714.4pp | 418.34%-401.8pp | 1364.94%-1348.4pp |
| Employer contribution / active EE | $7,448 | $3,810+95.5% | $4,933+51.0% | $2,623+184.0% |
| Participant deferral / active EE | $13,834 | $7,303+89.4% | $8,070+71.4% | $4,346+218.3% |
| Admin fee / account holder | $315 | $1,739-81.9% | $12,998-97.6% | $1,942-83.8% |