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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $46,310 |
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 27 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $26,661 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $68,427 | $117,025-41.5% | $91,541-25.2% | $85,563-20.0% |
| Participation rate | 30.3% | 64.2%-33.9pp | 69.8%-39.5pp | 66.0%-35.6pp |
| Annual return | 11.66% | 18.02%-6.4pp | 20.50%-8.8pp | 31.51%-19.9pp |
| Employer contribution / active EE | $179 | $2,120-91.5% | $2,505-92.8% | $2,654-93.2% |
| Participant deferral / active EE | $1,724 | $3,446-50.0% | $4,008-57.0% | $4,375-60.6% |
| Admin fee / account holder | $445 | $1,242-64.2% | $6,956-93.6% | $834-46.7% |