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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,891 |
Filed as: ARCHFORD CAPITAL STRATEGIES LLC Service code 27 4941 BENCHMARK CENTRE, SUITE 200 · SWANSEA, IL 62226 | Advisory (Plan) | $25,950 |
Filed as: BENEFIT PLANS PLUS, LLC Service code 13 | Contract Administrator | $7,414 |
Filed as: BENEFIT PLANS PLUS LLC Service code 13 11701 BORMAN DRIVE, SUITE 300 · ST. LOUIS, MO 63146 | Contract Administrator | $3,041 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,704 |
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 | $70,327 | $102,317-31.3% | $146,958-52.1% | $80,856-13.0% |
| Participation rate | 95.0% | 75.8%+19.2pp | 82.2%+12.8pp | 67.6%+27.4pp |
| Annual return | 21.41% | 134.76%-113.3pp | 418.34%-396.9pp | 35.59%-14.2pp |
| Employer contribution / active EE | $3,206 | $3,713-13.6% | $4,933-35.0% | $2,755+16.4% |
| Participant deferral / active EE | $6,764 | $6,644+1.8% | $8,070-16.2% | $4,296+57.5% |
| Admin fee / account holder | $503 | $7,941-93.7% | $12,998-96.1% | $6,918-92.7% |