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 | $50,967 |
CONRAD SIEGEL3 years Filed as: CONRAD M SIEGEL INC Service code 13 501 CORPORATE CIRCLE PO BOX 5900 · HARRISBURG, PA 171100900 | Contract Administrator | $36,647 |
LOMBARD SECURITIES INC4 years Service code 27 1820 LANCASTER ST 2ND FL · BALTIMORE, MD 21231 | Advisory (Plan) | $30,693 |
SRS CAPITAL ADVISORS3 years Service code 27 730 17TH STREET STE 107 · DENVER, CO 80202 | Advisory (Plan) | $16,235 |
RKL LLP2 years Filed as: REINSEL KUNTZ LESHER LLP Service code 10 · EIN 23-2108173 1800 FRUITVILLE PIKE · LANCASTER, PA 176048408 | Accounting | $8,350 |
Service code 99 101 E GRAND AVENUE STE 16 · PORT WASHINGTON, WI 53074 | Other Fees | $6,650 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,442 |
AMERICAN CENTURY4 years Filed as: AMERICAN CENTURY INVESTMENT INC Service code 28 · EIN 44-6006315 | Investment Management | $0 |
AMERICAN CENTURY4 years Filed as: AMERICAN CENTURY INVESTMENT MANAGEM Service code 28 | Investment Management | $0 |
BLACKROCK4 years Filed as: BLACKROCK FUND ADVISORS Service code 28 · EIN 51-0318674 | Investment Management | $0 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,269 | $42,353-7.3% | $79,550-50.6% | $64,808-39.4% |
| Participation rate | 60.1% | 64.8%-4.7pp | 69.5%-9.4pp | 71.5%-11.4pp |
| Annual return | -17.39% | -12.24%-5.1pp | 0.16%-17.6pp | 32.82%-50.2pp |
| Employer contribution / active EE | $523 | $1,181-55.7% | $2,413-78.3% | $2,506-79.1% |
| Participant deferral / active EE | $3,475 | $3,170+9.6% | $3,985-12.8% | $4,310-19.4% |
| Admin fee / account holder | $340 | $160+113.1% | $6,832-95.0% | $188+81.1% |