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 LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $46,376 |
PARK CAPITAL MANAGEMENT LLC5 years Service code 27 740 REGENT ST #400 · MADISON, WI 53715 | Advisory (Plan) | $19,067 |
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $7,738 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,867 |
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 | $52,567 | $100,923-47.9% | $150,045-65.0% | $74,304-29.3% |
| Participation rate | 94.9% | 70.1%+24.8pp | 82.3%+12.6pp | 60.3%+34.5pp |
| Annual return | 20.04% | 51.77%-31.7pp | 62.55%-42.5pp | 29.43%-9.4pp |
| Employer contribution / active EE | $3,793 | $3,463+9.5% | $4,693-19.2% | $2,241+69.2% |
| Participant deferral / active EE | $7,883 | $6,709+17.5% | $7,997-1.4% | $3,767+109.2% |
| Admin fee / account holder | $319 | $2,767-88.5% | $13,435-97.6% | $2,969-89.3% |