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 Service code 27 29 SWAYER ROAD · WALTHAM, MA 02453 | Advisory (Plan) | $125,612 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,352 |
Service code 13 111 EXPRESS ST · PLAINVIEW, NY 11803 | Contract Administrator | $14,416 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,501 |
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 | $172,348 | $91,407+88.6% | $135,903+26.8% | $71,457+141.2% |
| Participation rate | 94.8% | 75.7%+19.2pp | 81.9%+12.9pp | 67.9%+26.9pp |
| Annual return | 13.06% | 29.90%-16.8pp | 68.23%-55.2pp | 28.85%-15.8pp |
| Employer contribution / active EE | $5,558 | $3,703+50.1% | $4,856+14.4% | $2,588+114.8% |
| Participant deferral / active EE | $10,805 | $7,092+52.4% | $7,758+39.3% | $4,289+151.9% |
| Admin fee / account holder | $540 | $1,266-57.3% | $10,762-95.0% | $1,587-66.0% |