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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $67,826 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $60,651 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $32,166 |
BDO USA, LLP5 years Service code 10 5300 PATTERSON AVE SE · GRAND RAPIDS, MI 49512 | Accounting | $28,500 |
METRO BENEFITS, INC.6 years Service code 13 8150 PERRY HWY STE 311 · PITTSBURGH, PA 15237 | Contract Administrator | $20,555 |
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 | $75,182 | $106,028-29.1% | $146,958-48.8% | $77,643-3.2% |
| Participation rate | 89.5% | 78.4%+11.1pp | 82.2%+7.3pp | 70.6%+18.9pp |
| Annual return | 14.93% | 56.73%-41.8pp | 418.34%-403.4pp | 31.24%-16.3pp |
| Employer contribution / active EE | $4,324 | $4,063+6.4% | $4,933-12.3% | $2,726+58.6% |
| Participant deferral / active EE | $11,698 | $7,990+46.4% | $8,070+45.0% | $4,647+151.7% |
| Admin fee / account holder | $450 | $337+33.5% | $12,998-96.5% | $430+4.6% |