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 3-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 | $63,132 |
MPC CAPITAL ADVISORS LLC1 year Service code 99 53 N PARK AVE · ROCKVILLE CENTER, NY 11570 | Other Fees | $57,987 |
PKF O'CONNOR DAVIES, LLP1 year Filed as: PANNELL KERR FORSTER OF TEXAS, P.C. Service code 10 5847 SAN FELIPE STE 2600 · HOUSTON, TX 77057 | Accounting | $46,069 |
GARY A NAGLER PLLC1 year Service code 29 12 GREENWAY PLAZA STE 1100 · HOUSTON, TX 77046 | Legal | $4,635 |
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 | $82,748 | $88,890-6.9% | $102,423-19.2% | $77,643+6.6% |
| Participation rate | 97.6% | 80.9%+16.7pp | 76.5%+21.1pp | 70.6%+27.1pp |
| Annual return | 15.80% | 24.98%-9.2pp | 29.32%-13.5pp | 31.24%-15.4pp |
| Employer contribution / active EE | $9,607 | $2,698+256.1% | $3,023+217.8% | $2,726+252.4% |
| Participant deferral / active EE | $11,226 | $5,145+118.2% | $5,053+122.2% | $4,647+141.6% |
| Admin fee / account holder | $337 | $235+43.2% | $9,451-96.4% | $430-21.7% |