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 | $54,558+46.5% | $76,002+5.2% | $74,546+7.2% |
| Participation rate | 99.0% | 60.3%+38.7pp | 69.1%+29.9pp | 67.2%+31.8pp |
| Annual return | 11.19% | 31.83%-20.6pp | 360.07%-348.9pp | 1366.03%-1354.8pp |
| Employer contribution / active EE | $3,203 | $1,778+80.1% | $2,688+19.1% | $2,624+22.0% |
| Participant deferral / active EE | $5,558 | $3,065+81.3% | $4,257+30.6% | $4,347+27.8% |
| Admin fee / account holder | $350 | $2,232-84.3% | $6,414-94.5% | $1,944-82.0% |