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 |
|---|---|---|
RETIREMENT PLANOLOGY INC1 year Service code 27 950 N WASHINGTON ST · ALEXANDRIA, VA 22314 | Advisory (Plan) | $27,750 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,555 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,444 |
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 | $112,277 | $58,208+92.9% | $81,812+37.2% | $80,856+38.9% |
| Participation rate | 97.9% | 63.4%+34.5pp | 72.3%+25.6pp | 67.6%+30.3pp |
| Annual return | 17.90% | 41.66%-23.8pp | 773.79%-755.9pp | 35.59%-17.7pp |
| Employer contribution / active EE | $6,880 | $2,340+194.0% | $2,912+136.3% | $2,755+149.8% |
| Participant deferral / active EE | $8,707 | $3,281+165.4% | $4,319+101.6% | $4,296+102.7% |
| Admin fee / account holder | $326 | $4,981-93.4% | $7,386-95.6% | $6,918-95.3% |