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 29 SAWYER RD · WALTHAM, MA 024533483 | Advisory (Plan) | $33,453 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31,120 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,048 |
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 | $66,962 | $91,407-26.7% | $135,903-50.7% | $71,457-6.3% |
| Participation rate | 76.7% | 75.7%+1.0pp | 81.9%-5.2pp | 67.9%+8.7pp |
| Annual return | 18.07% | 29.90%-11.8pp | 68.23%-50.2pp | 28.85%-10.8pp |
| Employer contribution / active EE | $3,302 | $3,703-10.8% | $4,856-32.0% | $2,588+27.6% |
| Participant deferral / active EE | $7,833 | $7,092+10.4% | $7,758+1.0% | $4,289+82.6% |
| Admin fee / account holder | $454 | $1,266-64.2% | $10,762-95.8% | $1,587-71.4% |