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 | $15,744 |
Filed as: PHILLIPS & COMPANY ADVISORS LLC Service code 27 1300 SW 5TH AVE STE 2100 · PORTLAND, OR 97201 | Advisory (Plan) | $9,589 |
JAMES A. REICHERT4 years Filed as: JAMES L SHOOK CPA PC Service code 10 7410 SW BEVELAND RD · TIGARD, OR 97223 | Accounting | $3,590 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,305 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,416 | $26,549+33.4% | $61,373-42.3% | $66,914-47.1% |
| Participation rate | 35.3% | 38.1%-2.8pp | 52.6%-17.3pp | 69.8%-34.5pp |
| Annual return | -16.29% | -16.21%-0.1pp | 338.61%-354.9pp | 1.58%-17.9pp |
| Employer contribution / active EE | $247 | $651-62.0% | $1,159-78.7% | $2,544-90.3% |
| Participant deferral / active EE | $1,121 | $1,338-16.2% | $2,125-47.2% | $4,237-73.5% |
| Admin fee / account holder | $408 | $409-0.1% | $2,130-80.8% | $593-31.2% |