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 | $19,613 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $18,351 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,852 |
401K SAFE5 years Filed as: 401K SAFE 3(16) Service code 99 302 E MAIN ST · ALBERTVILLE, AL 35950 | Other Fees | $4,400 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,805 | $74,927+30.5% | $101,794-3.9% | $84,808+15.3% |
| Participation rate | 96.7% | 61.4%+35.3pp | 69.2%+27.5pp | 68.3%+28.4pp |
| Annual return | 17.66% | 18.70%-1.0pp | 30.53%-12.9pp | 40.90%-23.2pp |
| Employer contribution / active EE | $4,013 | $1,522+163.7% | $2,289+75.3% | $2,631+52.5% |
| Participant deferral / active EE | $10,776 | $3,099+247.7% | $4,084+163.9% | $4,212+155.9% |
| Admin fee / account holder | $407 | $6,514-93.8% | $8,777-95.4% | $7,344-94.5% |