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: PRINCIPAL SECURITIES INC Service code 27 711 HIGH ST · DES MOINES, IA 50392 | Advisory (Plan) | $25,764 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,997 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,284 |
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 | $79,921 | $54,517+46.6% | $75,972+5.2% | $74,495+7.3% |
| Participation rate | 99.0% | 60.3%+38.7pp | 69.1%+30.0pp | 67.2%+31.8pp |
| Annual return | 11.19% | 31.82%-20.6pp | 359.55%-348.4pp | 1364.94%-1353.8pp |
| Employer contribution / active EE | $3,203 | $1,777+80.2% | $2,685+19.3% | $2,623+22.1% |
| Participant deferral / active EE | $5,558 | $3,066+81.3% | $4,255+30.6% | $4,346+27.9% |
| Admin fee / account holder | $350 | $2,229-84.3% | $6,467-94.6% | $1,942-82.0% |