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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31,559 |
PREMIER PLAN CONSULTANTS2+ years Filed as: PREMIER PLAN CONSULTANTS INC Service code 13 · EIN 82-0986372 6215 FERRIS SQ STE 201 · SAN DIEGO, CA 92121 | Contract Administrator | $29,110 |
COMMONWEALTH FINANCIAL NETWORK2+ years Filed as: COMMONWEALTH EQUITY SERVICES LLC Service code 27 275 WYMAN ST STE 400 · WALTHAM, MA 02451 | Advisory (Plan) | $23,349 |
Filed as: ADVISED ASSETS GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,491 |
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 | $77,180 | $82,879-6.9% | $96,576-20.1% | $67,986+13.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.4%+18.6pp | 57.2%+42.8pp |
| Annual return | 18.92% | 36.90%-18.0pp | 38.47%-19.5pp | 31.67%-12.7pp |
| Employer contribution / active EE | $2,317 | $2,727-15.1% | $3,553-34.8% | $2,019+14.8% |
| Participant deferral / active EE | $10,199 | $6,976+46.2% | $7,956+28.2% | $3,358+203.7% |
| Admin fee / account holder | $313 | $2,783-88.8% | $11,381-97.3% | $3,203-90.2% |