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 | $113,831 |
CAPITAL SYNERGY PARTNERS4 years Service code 55 4400 MACARTHUR BLVD STE 850 · NEWPORT BEACH, CA 92660 | Other Commissions | $92,957 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,858 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $110,848 | $119,446-7.2% | $150,045-26.1% | $85,563+29.6% |
| Participation rate | 78.3% | 75.4%+2.9pp | 82.3%-4.0pp | 66.0%+12.3pp |
| Annual return | 15.11% | 23.72%-8.6pp | 62.55%-47.4pp | 31.51%-16.4pp |
| Employer contribution / active EE | $0 | $4,078-100.0% | $4,693-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $8,032 | $7,985+0.6% | $7,997+0.4% | $4,375+83.6% |
| Admin fee / account holder | $346 | $548-36.8% | $13,435-97.4% | $834-58.5% |