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 |
|---|---|---|
OFG FINANCIAL SERVICES INC3 years Service code 99 120 SE 6TH TOWNSITE PLZA #2 · TOPEKA, KS 66603 | Other Fees | $47,062 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $21,002 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,937 |
Service code 13 · EIN 13-3180178 PO BOX 54 · FRANKLIN SQUARE, NY 11010 | Contract Administrator | $9,510 |
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 | $76,635 | $59,417+29.0% | $93,606-18.1% | $74,495+2.9% |
| Participation rate | 84.0% | 59.7%+24.4pp | 68.7%+15.3pp | 67.2%+16.8pp |
| Annual return | 13.05% | 81.83%-68.8pp | 133.20%-120.1pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $2,482 | $1,264+96.4% | $2,420+2.6% | $2,623-5.4% |
| Participant deferral / active EE | $4,373 | $3,050+43.4% | $4,411-0.9% | $4,346+0.6% |
| Admin fee / account holder | $406 | $3,021-86.6% | $8,285-95.1% | $1,942-79.1% |