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 ADVISORY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $95,051 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $83,838 |
ACTUARIAL BENEFITS CORP8 years Service code 13 2790 SKYPARK DR SUITE 300 · TORRANCE, CA 90505 | Contract Administrator | $73,930 |
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $58,888 |
MARCUM LLP2 years Service code 10 155 S MAIN ST STE 100 · PROVIDENCE, RI 02903 | Accounting | $20,600 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $89,775 | $62,624+43.4% | $177,989-49.6% | $77,643+15.6% |
| Participation rate | 57.5% | 66.8%-9.3pp | 77.1%-19.6pp | 70.6%-13.0pp |
| Annual return | 11.35% | 16.16%-4.8pp | 294.48%-283.1pp | 31.24%-19.9pp |
| Employer contribution / active EE | $1,569 | $1,909-17.8% | $3,949-60.3% | $2,726-42.4% |
| Participant deferral / active EE | $4,470 | $4,219+5.9% | $6,276-28.8% | $4,647-3.8% |
| Admin fee / account holder | $360 | $386-6.6% | $10,363-96.5% | $430-16.3% |