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 49 · EIN 87-3599091 1600 VALLEY RIVER DR STE 340 · EUGENE, OR 97401 | Other Services | $28,074 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,671 |
ROEHL & YI INVESTMENT ADVISORS LLC10+ years Filed as: ROEHL & YI INVESTMENT ADVISORS, LLC Service code 27 PO BOX 11810 · EUGENE, OR 97440 | Advisory (Plan) | $15,162 |
MOSS ADAMS LLP10+ years Service code 10 PO BOX 101822 · PASADENA, CA 911891822 | Accounting | $8,645 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,518 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $60,472 | $79,171-23.6% | $102,423-41.0% | $74,495-18.8% |
| Participation rate | 98.2% | 74.8%+23.4pp | 76.5%+21.7pp | 67.2%+31.0pp |
| Annual return | 10.24% | 54.93%-44.7pp | 29.32%-19.1pp | 1364.94%-1354.7pp |
| Employer contribution / active EE | $1,530 | $2,362-35.2% | $3,023-49.4% | $2,623-41.7% |
| Participant deferral / active EE | $3,086 | $4,415-30.1% | $5,053-38.9% | $4,346-29.0% |
| Admin fee / account holder | $546 | $2,001-72.7% | $9,451-94.2% | $1,942-71.9% |