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 LIFE & ANNUITY INSURANCE CO Service code 50 · EIN 84-0467907 | Direct Payment | $64,602 |
SCHULTHEIS & PANETTIERI, LLP10+ years Service code 10 · EIN 13-1577780 | Accounting | $37,000 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 27 · EIN 11-3658445 | Advisory (Plan) | $35,000 |
ASHER KELLY5 years Filed as: ASHER KELLY PLLC Service code 29 · EIN 84-3379113 | Legal | $21,599 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,388 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $181,122 | $241,101-24.9% | $103,333+75.3% | $199,593-9.3% |
| Participation rate | 75.9% | 78.3%-2.4pp | 74.5%+1.4pp | 72.0%+3.9pp |
| Annual return | 9.62% | 17.80%-8.2pp | 24.88%-15.3pp | 34.25%-24.6pp |
| Employer contribution / active EE | $6,719 | $4,244+58.3% | $3,868+73.7% | $3,034+121.4% |
| Participant deferral / active EE | $179 | $3,958-95.5% | $5,057-96.5% | $5,087-96.5% |
| Admin fee / account holder | $456 | $288+58.7% | $8,355-94.5% | $269+69.8% |