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) | $44,110 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,149 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,394 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,813 | $65,390-2.4% | $169,368-62.3% | $71,457-10.7% |
| Participation rate | 96.7% | 67.0%+29.8pp | 77.1%+19.6pp | 67.9%+28.8pp |
| Annual return | 21.41% | 21.31%+0.1pp | 405.60%-384.2pp | 28.85%-7.4pp |
| Employer contribution / active EE | $3,971 | $2,079+91.0% | $4,013-1.0% | $2,588+53.5% |
| Participant deferral / active EE | $6,142 | $4,367+40.7% | $6,221-1.3% | $4,289+43.2% |
| Admin fee / account holder | $445 | $1,324-66.4% | $9,003-95.1% | $1,587-72.0% |