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 5-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: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $64,570 |
RBC WEALTH MANAGEMENT3+ years Filed as: RBC CAPITAL MARKETS, LLC Service code 27 · EIN 41-1416330 | Advisory (Plan) | $42,498 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,813 |
Service code 50 · EIN 11-3271022 | Direct Payment | $158 |
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 | $66,132 | $84,487-21.7% | $125,339-47.2% | $66,914-1.2% |
| Participation rate | 97.9% | 76.4%+21.5pp | 82.4%+15.5pp | 69.8%+28.1pp |
| Annual return | -13.58% | -8.39%-5.2pp | 572.05%-585.6pp | 1.58%-15.2pp |
| Employer contribution / active EE | $2,486 | $3,553-30.0% | $4,814-48.4% | $2,544-2.3% |
| Participant deferral / active EE | $8,433 | $6,781+24.4% | $7,446+13.3% | $4,237+99.0% |
| Admin fee / account holder | $443 | $685-35.3% | $10,010-95.6% | $593-25.3% |