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 | $15,972 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,556 |
MEDAGLIA & MURPHY INC4 years Service code 10 23 E PEARL ST · NASHUA, NH 03060 | Accounting | $5,147 |
LPL FINANCIAL2 years Filed as: NEXT FINANCIAL GROUP INC Service code 55 2500 WILCREST DR 620 · HOUSTON, TX 77042 | Other Commissions | $3,717 |
Service code 27 6504 BRIDGE POINT PKWY · AUSTIN, TX 787305097 | Advisory (Plan) | $814 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,963 | $26,549-73.8% | $61,373-88.7% | $66,914-89.6% |
| Participation rate | 86.3% | 38.1%+48.2pp | 52.6%+33.7pp | 69.8%+16.5pp |
| Annual return | -18.44% | -16.21%-2.2pp | 338.61%-357.1pp | 1.58%-20.0pp |
| Employer contribution / active EE | $60 | $651-90.7% | $1,159-94.8% | $2,544-97.6% |
| Participant deferral / active EE | $931 | $1,338-30.5% | $2,125-56.2% | $4,237-78.0% |
| Admin fee / account holder | $131 | $409-67.8% | $2,130-93.8% | $593-77.8% |