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 Service code 64 COMPANY OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $119,573 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $25,414 |
Filed as: ALLIANT INSURANCE SERVICESINC DBA Service code 55 | Other Commissions | $10,000 |
Filed as: ALLIANT INSURANCE SERVICES Service code 13 101 PARK AVENUE · NEW YORK, NY 10178 | Contract Administrator | $4,015 |
Filed as: MML INVESTORS SERVICES LLC Service code 55 PO BOX 9500 · SPRINFIELD, MA 011029500 | Other Commissions | $0 |
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 | $83,795 | $65,908+27.1% | $81,812+2.4% | $77,643+7.9% |
| Participation rate | 81.3% | 65.8%+15.5pp | 72.3%+9.0pp | 70.6%+10.8pp |
| Annual return | 18.04% | 26.64%-8.6pp | 773.79%-755.8pp | 31.24%-13.2pp |
| Employer contribution / active EE | $4,718 | $2,370+99.0% | $2,912+62.0% | $2,726+73.1% |
| Participant deferral / active EE | $8,923 | $3,505+154.5% | $4,319+106.6% | $4,647+92.0% |
| Admin fee / account holder | $365 | $526-30.7% | $7,386-95.1% | $430-15.3% |