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 | $51,603 |
CONRAD SIEGEL5 years Filed as: CONRAD M SIEGEL INC Service code 13 501 CORPORATE CIRCLE PO BOX 5900 · HARRISBURG, PA 171100900 | Contract Administrator | $41,722 |
LOMBARD SECURITIES INC6 years Service code 27 1820 LANCASTER ST 2ND FL · BALTIMORE, MD 21231 | Advisory (Plan) | $13,159 |
SRS CAPITAL ADVISORS5 years Service code 27 730 17TH STREET STE 107 · DENVER, CO 80202 | Advisory (Plan) | $12,176 |
RKL LLP4 years Filed as: REINSEL KUNTZ LESHER LLP Service code 10 · EIN 23-2108173 1800 FRUITVILLE PIKE · LANCASTER, PA 176048408 | Accounting | $7,443 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,821 |
AMERICAN CENTURY6 years Filed as: AMERICAN CENTURY INVESTMENT MANAGEM Service code 28 · EIN 44-6006315 | Investment Management | $0 |
BLACKROCK1 year Filed as: BLACKROCK ADVISORS, LLC Service code 28 · EIN 51-0318674 | Investment Management | $0 |
BLACKROCK6 years Filed as: BLACKROCK FUND ADVISORS Service code 28 · EIN 51-0318674 | Investment Management | $0 |
Filed as: FIDELITY MANAGEMENT & RESEARCH COMP Service code 28 · EIN 06-1194217 | Investment Management | $0 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19 | $111,724-100.0% | $93,606-100.0% | $145,922-100.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 3.06% | 202.98%-199.9pp | 133.20%-130.1pp | 561.29%-558.2pp |
| Employer contribution / active EE | $11,741 | $3,090+280.0% | $2,420+385.2% | $4,660+152.0% |
| Participant deferral / active EE | $115,207 | $4,912+2245.5% | $4,411+2511.6% | $6,688+1622.7% |
| Admin fee / account holder | $6,685 | $10,250-34.8% | $8,285-19.3% | $13,397-50.1% |