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: COMMONWEALTH EQUITY SERVICES LLC DB Service code 27 275 WYMAN ST STE 400 · WALTHAM, MA 02451 | Advisory (Plan) | $28,012 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,608 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $16,783 |
BDG-CPAS9 years Service code 10 76 N WALNUT ST · RIDGEWOOD, NJ 07450 | Accounting | $4,800 |
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 | $193,612 | $100,923+91.8% | $150,045+29.0% | $74,304+160.6% |
| Participation rate | 82.0% | 70.1%+12.0pp | 82.3%-0.3pp | 60.3%+21.7pp |
| Annual return | 15.78% | 51.77%-36.0pp | 62.55%-46.8pp | 29.43%-13.7pp |
| Employer contribution / active EE | $1,634 | $3,463-52.8% | $4,693-65.2% | $2,241-27.1% |
| Participant deferral / active EE | $10,999 | $6,709+63.9% | $7,997+37.5% | $3,767+192.0% |
| Admin fee / account holder | $401 | $2,767-85.5% | $13,435-97.0% | $2,969-86.5% |