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 INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $48,037 |
REDHAWK WEALTH ADVISORS2 years Filed as: REDHAWK WEALTH ADVISORS, INC. Service code 27 7700 FRANCE AVE S · MINNEAPOLIS, MN 55435 | Advisory (Plan) | $36,628 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,710 |
ADP BROKER-DEALER10+ years Filed as: PENSION CONSULTANTS, INC. Service code 13 74 BATTERSON PARK ROAD · FARMINGTON, CT 06032 | Contract Administrator | $10,000 |
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 | $180,831 | $80,731+124.0% | $103,374+74.9% | $74,546+142.6% |
| Participation rate | 82.9% | 65.7%+17.3pp | 74.5%+8.4pp | 67.2%+15.7pp |
| Annual return | 15.49% | 27.56%-12.1pp | 24.89%-9.4pp | 1366.03%-1350.5pp |
| Employer contribution / active EE | $3,093 | $3,158-2.0% | $3,869-20.1% | $2,624+17.9% |
| Participant deferral / active EE | $10,115 | $3,860+162.0% | $5,058+100.0% | $4,347+132.7% |
| Admin fee / account holder | $440 | $2,369-81.4% | $8,394-94.8% | $1,944-77.4% |