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 |
|---|---|---|
JOHNSTON, GREMAUX & ROSSI, LLP7+ years Service code 10 333 CIVIC DRIVE · PLEASANT HILL, CA 94523 | Accounting | $24,250 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,958 |
SECURITIES AMERICA INC6 years Service code 55 12325 PORT GRACE BLVD · LA VISTA, NE 68103 | Other Commissions | $13,522 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,425 |
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.)
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 | $70,940 | $59,805+18.6% | $79,550-10.8% | $68,494+3.6% |
| Participation rate | 33.7% | 61.1%-27.4pp | 69.5%-35.8pp | 67.9%-34.2pp |
| Annual return | -16.91% | -12.30%-4.6pp | 0.16%-17.1pp | -7.84%-9.1pp |
| Employer contribution / active EE | $710 | $1,505-52.8% | $2,413-70.6% | $2,596-72.6% |
| Participant deferral / active EE | $1,822 | $3,024-39.8% | $3,985-54.3% | $4,027-54.8% |
| Admin fee / account holder | $545 | $4,835-88.7% | $6,832-92.0% | $5,403-89.9% |