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 | $56,768 |
Service code 27 959 11TH AVE STE B · LONGVIEW, WA 98632 | Advisory (Plan) | $56,137 |
Service code 13 1081 COLUMBIA BLVD · LONGVIEW, WA 98632 | Contract Administrator | $14,830 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,309 |
Service code 27 6300 BRIDGE POINT PKWY BLDG 1 STE 3 · AUSTIN, TX 787305097 | Advisory (Plan) | $8,020 |
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 | $42,623 | $82,917-48.6% | $103,333-58.8% | $77,643-45.1% |
| Participation rate | 97.5% | 71.6%+26.0pp | 74.5%+23.0pp | 70.6%+27.0pp |
| Annual return | 29.09% | 19.13%+10.0pp | 24.88%+4.2pp | 31.24%-2.2pp |
| Employer contribution / active EE | $2,114 | $3,552-40.5% | $3,868-45.4% | $2,726-22.5% |
| Participant deferral / active EE | $6,427 | $4,108+56.4% | $5,057+27.1% | $4,647+38.3% |
| Admin fee / account holder | $326 | $638-48.9% | $8,355-96.1% | $430-24.3% |