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 | $33,351 |
Filed as: GALLAGHER BENEFIT SERVICES INC Service code 27 1100 SUPERIOR AVE · CLEVELAND, OH 44114 | Advisory (Plan) | $27,324 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $21,355 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SW PKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $14,690 |
Filed as: ATLANTIC PENSION SERVICES Service code 13 511 SCHOOLHOUSE ROAD · KENNETT SQUARE, PA 19348 | Contract Administrator | $13,119 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,288 | $84,487+36.5% | $125,339-8.0% | $66,914+72.3% |
| Participation rate | 86.1% | 76.4%+9.7pp | 82.4%+3.8pp | 69.8%+16.3pp |
| Annual return | -18.42% | -8.39%-10.0pp | 572.05%-590.5pp | 1.58%-20.0pp |
| Employer contribution / active EE | $11,538 | $3,553+224.8% | $4,814+139.7% | $2,544+353.5% |
| Participant deferral / active EE | $12,017 | $6,781+77.2% | $7,446+61.4% | $4,237+183.6% |
| Admin fee / account holder | $512 | $685-25.2% | $10,010-94.9% | $593-13.6% |