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 7-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 | $28,085 |
WEGMANN DAZET & COMPANY5 years Filed as: WEGMANN DAZET & CO Service code 10 111 VETERANS BLVD · METAIRIE, LA 70005 | Accounting | $18,880 |
FREEGULLIVER, LLC7+ years Filed as: FREEGULLIVER Service code 27 509 OCTAVIA ST · NEW ORLEANS, LA 70115 | Advisory (Plan) | $14,409 |
FIDUCIARY CONSULTING GROUP7+ years Filed as: FIDUCIARY CONSULTING GROUP INC Service code 14 1832 WARD DR STE 101 PO BOX 11408 · MURFREESBORO, TN 37129 | Plan Administrator | $7,937 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,840 |
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 | $15,504 | $60,323-74.3% | $81,812-81.0% | $74,495-79.2% |
| Participation rate | 97.7% | 62.9%+34.9pp | 72.3%+25.4pp | 67.2%+30.5pp |
| Annual return | 12.86% | 16.90%-4.0pp | 773.79%-760.9pp | 1364.94%-1352.1pp |
| Employer contribution / active EE | $613 | $2,620-76.6% | $2,912-78.9% | $2,623-76.6% |
| Participant deferral / active EE | $2,388 | $3,387-29.5% | $4,319-44.7% | $4,346-45.0% |
| Admin fee / account holder | $313 | $1,486-78.9% | $7,386-95.8% | $1,942-83.9% |