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 | $53,723 |
KESTRA INVESTMENT SERVICES LLC10+ years Service code 55 5707 SOUTHWEST PKWY · AUSTIN, TX 78735 | Other Commissions | $19,976 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $18,228 |
MARK NARDELLA10+ years Filed as: MARK MILLER SUBARU Service code 99 10920 S STATE ST · SALT LAKE CITY, UT 84070 | Other Fees | $16,800 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,662 |
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 | $82,242 | $66,098+24.4% | $101,794-19.2% | $74,304+10.7% |
| Participation rate | 98.5% | 53.8%+44.7pp | 69.2%+29.3pp | 60.3%+38.1pp |
| Annual return | 17.72% | 19.59%-1.9pp | 30.53%-12.8pp | 29.43%-11.7pp |
| Employer contribution / active EE | $1,967 | $1,082+81.9% | $2,289-14.0% | $2,241-12.2% |
| Participant deferral / active EE | $7,448 | $2,781+167.8% | $4,084+82.4% | $3,767+97.7% |
| Admin fee / account holder | $403 | $4,146-90.3% | $8,777-95.4% | $2,969-86.4% |