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 CO. OF AM Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $34,676 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,282 |
METRO BENEFITS, INC.6 years Filed as: METRO BENEFITS, INC Service code 13 · EIN 25-1541083 8150 PERRY HIGHWAY SUITE 311 · PITTSBURGH, PA 15237 | Contract Administrator | $6,440 |
INFINEX INVESTMENTS INC6 years Filed as: INFINEX INVESTMENTS, INC. Service code 55 | Other Commissions | $0 |
METRO BENEFITS, INC.6 years Service code 13 | Contract Administrator | $0 |
OSAIC WEALTH INC2 years Filed as: OSAIC INSTITUTIONS INC Service code 55 538 PRESTON AVE. · MERIDEN, CT 064504858 | Other Commissions | $0 |
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 | $102,345 | $80,731+26.8% | $103,374-1.0% | $74,546+37.3% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 13.75% | 27.56%-13.8pp | 24.89%-11.1pp | 1366.03%-1352.3pp |
| Employer contribution / active EE | $5,120 | $3,158+62.2% | $3,869+32.3% | $2,624+95.1% |
| Participant deferral / active EE | $4,408 | $3,860+14.2% | $5,058-12.8% | $4,347+1.4% |
| Admin fee / account holder | $315 | $2,369-86.7% | $8,394-96.3% | $1,944-83.8% |