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 9-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 LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $103,336 |
Filed as: AXA ADVISORS, LLC Service code 27 1290 AVENUE OF THE AMERICAS · NEW YORK, NY 10104 | Advisory (Plan) | $22,650 |
EQUITABLE ADVISORS LLC1 year Filed as: EQUITABLE ADVISORS, LLC Service code 27 · EIN 13-4071393 | Advisory (Plan) | $18,610 |
Filed as: AMERIPRISE FINANCIAL SERVICES LLC Service code 27 · EIN 38-2722519 | Advisory (Plan) | $11,192 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL - RP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $7,461 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $71 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,172 | $86,655+92.9% | $119,609+39.8% | $66,914+149.8% |
| Participation rate | 95.0% | 75.6%+19.5pp | 79.3%+15.8pp | 69.8%+25.2pp |
| Annual return | -18.18% | -8.00%-10.2pp | -14.97%-3.2pp | 1.58%-19.8pp |
| Employer contribution / active EE | $12,469 | $2,536+391.7% | $4,232+194.6% | $2,544+390.1% |
| Participant deferral / active EE | $9,808 | $4,358+125.1% | $5,602+75.1% | $4,237+131.5% |
| Admin fee / account holder | $373 | $755-50.5% | $10,323-96.4% | $593-37.0% |