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) | $137,198 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 11791 | Recordkeeping Fees | $21,389 |
Service code 13 111 EXPRESS ST · PLAINVIEW, NY 11803 | Contract Administrator | $17,249 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,208 |
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 | $236,427 | $101,317+133.4% | $146,958+60.9% | $74,495+217.4% |
| Participation rate | 87.4% | 75.5%+11.9pp | 82.2%+5.3pp | 67.2%+20.2pp |
| Annual return | 12.54% | 8730.91%-8718.4pp | 418.34%-405.8pp | 1364.94%-1352.4pp |
| Employer contribution / active EE | $6,110 | $3,810+60.3% | $4,933+23.9% | $2,623+132.9% |
| Participant deferral / active EE | $9,915 | $7,303+35.8% | $8,070+22.9% | $4,346+128.2% |
| Admin fee / account holder | $885 | $1,739-49.1% | $12,998-93.2% | $1,942-54.4% |