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: PATRIOT BENEFIT SOLUTIONS INS AGENC Service code 99 17 COBBLESTONE CIRCLE · NORTH ANDOVER, MA 01845 | Other Fees | $187,983 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $51,424 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $151,074 | $108,549+39.2% | $156,263-3.3% | $85,563+76.6% |
| Participation rate | 97.5% | 77.1%+20.4pp | 78.9%+18.6pp | 66.0%+31.5pp |
| Annual return | 23.87% | 21.79%+2.1pp | 59.47%-35.6pp | 31.51%-7.6pp |
| Employer contribution / active EE | $13,928 | $2,690+417.9% | $4,333+221.4% | $2,654+424.9% |
| Participant deferral / active EE | $17,334 | $4,800+261.1% | $6,158+181.5% | $4,375+296.2% |
| Admin fee / account holder | $387 | $650-40.4% | $14,255-97.3% | $834-53.6% |