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 | $73,787+32.6% | $98,716-0.9% | $82,448+18.6% |
| Participation rate | 96.7% | 61.4%+35.3pp | 69.3%+27.4pp | 68.1%+28.6pp |
| Annual return | 17.66% | 18.57%-0.9pp | 31.81%-14.1pp | 41.64%-24.0pp |
| Employer contribution / active EE | $4,013 | $1,511+165.5% | $2,279+76.1% | $2,551+57.3% |
| Participant deferral / active EE | $10,776 | $3,081+249.7% | $4,048+166.2% | $4,139+160.3% |
| Admin fee / account holder | $407 | $6,500-93.7% | $8,703-95.3% | $7,234-94.4% |