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 |
|---|---|---|
Service code 27 · EIN 86-0588303 7333 E DOUBLETREE RANCH ST 120 · SCOTTSDALE, AZ 85258 | Advisory (Plan) | $38,749 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $37,209 |
Filed as: PENSION PLAN SPECIALISTS Service code 13 805 BROADWAY ST STE 600 · VANCOUVER, WA 98660 | Contract Administrator | $10,400 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,359 |
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 | $107,373 | $82,664+29.9% | $125,339-14.3% | $68,494+56.8% |
| Participation rate | 95.9% | 75.0%+20.8pp | 82.4%+13.5pp | 67.9%+28.0pp |
| Annual return | -16.76% | -5.97%-10.8pp | 572.05%-588.8pp | -7.84%-8.9pp |
| Employer contribution / active EE | $2,016 | $3,381-40.4% | $4,814-58.1% | $2,596-22.4% |
| Participant deferral / active EE | $9,414 | $6,110+54.1% | $7,446+26.4% | $4,027+133.8% |
| Admin fee / account holder | $610 | $6,275-90.3% | $10,010-93.9% | $5,403-88.7% |