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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $81,872 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $74,006 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,637 |
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 | $80,142 | $55,416+44.6% | $75,972+5.5% | $77,643+3.2% |
| Participation rate | 98.0% | 63.6%+34.4pp | 69.1%+29.0pp | 70.6%+27.4pp |
| Annual return | 11.90% | 17.07%-5.2pp | 359.55%-347.6pp | 31.24%-19.3pp |
| Employer contribution / active EE | $2,612 | $1,788+46.1% | $2,685-2.7% | $2,726-4.2% |
| Participant deferral / active EE | $6,144 | $3,447+78.2% | $4,255+44.4% | $4,647+32.2% |
| Admin fee / account holder | $347 | $414-16.1% | $6,467-94.6% | $430-19.3% |