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 | $52,128 |
Service code 27 959 11TH AVE STE B · LONGVIEW, WA 98632 | Advisory (Plan) | $41,626 |
RUDD & COMPANY PLLC8+ years Service code 13 725 S WOODRUFF AVE · IDAHO FALLS, ID 834031895 | Contract Administrator | $5,833 |
Service code 27 6504 BRIDGE POINT PKWY · AUSTIN, TX 787305097 | Advisory (Plan) | $5,529 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,519 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $38,224 | $64,119-40.4% | $112,228-65.9% | $66,914-42.9% |
| Participation rate | 96.9% | 68.5%+28.4pp | 75.1%+21.8pp | 69.8%+27.1pp |
| Annual return | -14.62% | -13.81%-0.8pp | 27.45%-42.1pp | 1.58%-16.2pp |
| Employer contribution / active EE | $9 | $3,005-99.7% | $3,635-99.8% | $2,544-99.7% |
| Participant deferral / active EE | $5,068 | $3,693+37.2% | $4,728+7.2% | $4,237+19.6% |
| Admin fee / account holder | $361 | $625-42.3% | $6,410-94.4% | $593-39.2% |