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 |
|---|---|---|
AMERICAN FUNDS6 years Filed as: NEWPORT CAPITAL GROUP LLC Service code 99 12 BROAD ST 5TH FL · RED BANK, NJ 07701 | Other Fees | $112,376 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $14,783 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,782 | $91,407+29.9% | $135,903-12.6% | $71,457+66.2% |
| Participation rate | 89.1% | 75.7%+13.4pp | 81.9%+7.2pp | 67.9%+21.2pp |
| Annual return | 15.60% | 29.90%-14.3pp | 68.23%-52.6pp | 28.85%-13.2pp |
| Employer contribution / active EE | $0 | $3,703-100.0% | $4,856-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $7,758 | $7,092+9.4% | $7,7580% | $4,289+80.9% |
| Admin fee / account holder | $639 | $1,266-49.5% | $10,762-94.1% | $1,587-59.7% |