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 INSUR COMPANY OF AM Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $77,911 |
SMITH & HOWARD, PC1 year Filed as: SMITH BROTHERS FINANCIAL LLC Service code 27 68 NATIONAL DRIVE · GLASTONBURY, CT 06033 | Advisory (Plan) | $25,379 |
WOODBURY FINANCIAL SERVICES9+ years Filed as: WOODBURY FINANCIAL SERVICES, INC. Service code 55 7755 3RD ST N · OAKDALE, MN 55128 | Other Commissions | $24,753 |
SIMON LEVER LLC1 year Filed as: THE SIMON KONOVER COMPANY Service code 99 342 N MAIN STREET · WEST HARTFORD, CT 06117 | Other Fees | $22,552 |
FIDUCIENT ADVISORS LLC3 years Service code 99 500 W MADISON ST STE 1700 · CHICAGO, IL 60661 | Other Fees | $22,183 |
ADP BROKER-DEALER9+ years Filed as: PENSION CONSULTANTS, INC. Service code 13 10 WATERSIDE DRIVEQ · FARMINGTON, CT 06032 | Contract Administrator | $9,809 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,312 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $69,505 | $65,390+6.3% | $169,368-59.0% | $71,457-2.7% |
| Participation rate | 61.9% | 67.0%-5.1pp | 77.1%-15.3pp | 67.9%-6.0pp |
| Annual return | 17.44% | 21.31%-3.9pp | 405.60%-388.2pp | 28.85%-11.4pp |
| Employer contribution / active EE | $1,954 | $2,079-6.0% | $4,013-51.3% | $2,588-24.5% |
| Participant deferral / active EE | $3,800 | $4,367-13.0% | $6,221-38.9% | $4,289-11.4% |
| Admin fee / account holder | $792 | $1,324-40.2% | $9,003-91.2% | $1,587-50.1% |