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 DB Service code 27 29 SAWYER RD · WALTHAM, MA 024533483 | Advisory (Plan) | $14,085 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 50 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Direct Payment | $771 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 24 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Discretionary Trustee | $117 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $109,280 | $65,435+67.0% | $86,677+26.1% | $66,914+63.3% |
| Participation rate | 29.7% | 75.5%-45.7pp | 76.6%-46.9pp | 69.8%-40.1pp |
| Annual return | -20.70% | -10.89%-9.8pp | 35.91%-56.6pp | 1.58%-22.3pp |
| Employer contribution / active EE | $734 | $2,153-65.9% | $2,836-74.1% | $2,544-71.1% |
| Participant deferral / active EE | $2,432 | $4,100-40.7% | $4,656-47.8% | $4,237-42.6% |
| Admin fee / account holder | $507 | $642-20.9% | $7,493-93.2% | $593-14.5% |