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: STRATEGIC WEALTH PARTNERS GROUP LLC Service code 27 825 THIRD AVE 27TH FL · NEW YORK, NY 10022 | Advisory (Plan) | $41,850 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,470 |
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 | $122,416 | $91,407+33.9% | $135,903-9.9% | $71,457+71.3% |
| Participation rate | 89.5% | 75.7%+13.8pp | 81.9%+7.6pp | 67.9%+21.6pp |
| Annual return | 16.49% | 29.90%-13.4pp | 68.23%-51.7pp | 28.85%-12.4pp |
| Employer contribution / active EE | $2,425 | $3,703-34.5% | $4,856-50.1% | $2,588-6.3% |
| Participant deferral / active EE | $6,248 | $7,092-11.9% | $7,758-19.5% | $4,289+45.7% |
| Admin fee / account holder | $378 | $1,266-70.1% | $10,762-96.5% | $1,587-76.2% |