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 Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLIAGE, CO 80111 | Investment Management | $65,381 |
REDW LLC2 years Service code 10 8801 HORIZON BLVD NE STE 401 · ALBURQUERQUE, NM 87113 | Accounting | $32,500 |
PBS INC6 years Service code 13 · EIN 93-0998477 1193 ROYVONNE ST 22 · SALEM, OR 97302 | Contract Administrator | $5,210 |
SALAFELD GRIGGS4 years Service code 29 PO BOX 470 · SALEM, OR 97308 | Legal | $242 |
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 | $29,250 | $35,197-16.9% | $53,898-45.7% | $102,872-71.6% |
| Participation rate | 8.5% | 29.6%-21.0pp | 55.0%-46.4pp | 73.0%-64.5pp |
| Annual return | 14.81% | 17.55%-2.7pp | 528.60%-513.8pp | 19.06%-4.2pp |
| Employer contribution / active EE | $350 | $713-50.9% | $932-62.5% | $3,526-90.1% |
| Participant deferral / active EE | $760 | $1,333-43.0% | $1,826-58.4% | $5,535-86.3% |
| Admin fee / account holder | $332 | $834-60.2% | $2,491-86.7% | $292+13.6% |