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 | $76,987 |
Filed as: MML INVESTORS SERVICES LLC Service code 55 PO BOX 9500 · SPRINFIELD, MA 011029500 | Other Commissions | $39,057 |
JOHN HANCOCK LIFE INSURANCE COMPANY11+ years Filed as: JOHN T. MILES, JR. Service code 16 PO BOX 852 · GREEN HARBOR, MA 02041 | Consulting | $30,775 |
Service code 27 1801 CALIFORNIA ST · DENVER, CO 80202 | Advisory (Plan) | $12,805 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,766 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,034 | $96,484+88.7% | $156,263+16.5% | $74,304+145.0% |
| Participation rate | 96.0% | 67.7%+28.3pp | 78.9%+17.1pp | 60.3%+35.7pp |
| Annual return | 15.15% | 17.73%-2.6pp | 59.47%-44.3pp | 29.43%-14.3pp |
| Employer contribution / active EE | $4,928 | $2,528+94.9% | $4,333+13.7% | $2,241+119.9% |
| Participant deferral / active EE | $8,982 | $4,286+109.6% | $6,158+45.8% | $3,767+138.4% |
| Admin fee / account holder | $437 | $3,728-88.3% | $14,255-96.9% | $2,969-85.3% |