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 INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $55,204 |
Service code 27 959 11TH AVE STE B · LONGVIEW, WA 98632 | Advisory (Plan) | $51,604 |
Service code 27 6504 BRIDGE POINT PKWY · AUSTIN, TX 787305097 | Advisory (Plan) | $9,820 |
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 | $61,422 | $42,901+43.2% | $91,220-32.7% | $64,808-5.2% |
| Participation rate | 78.6% | 68.1%+10.4pp | 73.2%+5.4pp | 71.5%+7.1pp |
| Annual return | -15.37% | -13.53%-1.8pp | 114.01%-129.4pp | 32.82%-48.2pp |
| Employer contribution / active EE | $3,380 | $1,571+115.2% | $2,850+18.6% | $2,506+34.9% |
| Participant deferral / active EE | $3,185 | $3,501-9.0% | $4,234-24.8% | $4,310-26.1% |
| Admin fee / account holder | $338 | $131+157.8% | $5,420-93.8% | $188+80.0% |