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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,497 |
Filed as: PHILLIPS & COMPANY ADVISORS LLC Service code 27 1300 SW FIFTH AVE · PORTLAND, OR 97201 | Advisory (Plan) | $8,757 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,028 | $31,388+84.9% | $73,545-21.1% | $62,292-6.8% |
| Participation rate | 32.5% | 39.9%-7.3pp | 54.9%-22.4pp | 69.5%-37.0pp |
| Annual return | 15.79% | 25.34%-9.5pp | -15.16%+31.0pp | 28.90%-13.1pp |
| Employer contribution / active EE | $204 | $498-59.0% | $1,219-83.3% | $2,042-90.0% |
| Participant deferral / active EE | $906 | $1,028-11.9% | $1,806-49.8% | $3,169-71.4% |
| Admin fee / account holder | $416 | $299+38.8% | $2,320-82.1% | $479-13.3% |