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) | $36,888 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $32,140 |
PENSION PLAN SPECIALISTS, PC2 years Filed as: PENSION PLAN SPECIALISTS Service code 13 805 BROADWAY ST STE 600 · VANCOUVER, WA 98660 | Contract Administrator | $26,305 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,301 |
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 | $109,458 | $91,407+19.7% | $135,903-19.5% | $71,457+53.2% |
| Participation rate | 85.8% | 75.7%+10.2pp | 81.9%+3.9pp | 67.9%+17.9pp |
| Annual return | 17.55% | 29.90%-12.3pp | 68.23%-50.7pp | 28.85%-11.3pp |
| Employer contribution / active EE | $2,002 | $3,703-46.0% | $4,856-58.8% | $2,588-22.6% |
| Participant deferral / active EE | $7,780 | $7,092+9.7% | $7,758+0.3% | $4,289+81.4% |
| Admin fee / account holder | $517 | $1,266-59.1% | $10,762-95.2% | $1,587-67.4% |