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: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $54,593 |
OSAIC WEALTH INC1 year Filed as: OSAIC WEALTH, INC. Service code 55 10 EXCHANGE PLACE, STE. 1410 · JERSEY CITY, NJ 07302 | Other Commissions | $34,720 |
MY BENEFITS, LLC7 years Service code 13 PO BOX 745680 · ATLANTA, GA 303745680 | Contract Administrator | $10,742 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,329 |
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 | $144,417 | $102,382+41.1% | $147,005-1.8% | $80,874+78.6% |
| Participation rate | 97.0% | 75.8%+21.1pp | 82.2%+14.8pp | 67.6%+29.3pp |
| Annual return | 13.25% | 134.89%-121.6pp | 418.76%-405.5pp | 35.62%-22.4pp |
| Employer contribution / active EE | $10,582 | $3,715+184.9% | $4,934+114.5% | $2,756+284.0% |
| Participant deferral / active EE | $9,563 | $6,646+43.9% | $8,070+18.5% | $4,297+122.6% |
| Admin fee / account holder | $875 | $7,942-89.0% | $13,006-93.3% | $6,935-87.4% |