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 6-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 | $7,350 |
Filed as: CAPE INVESTMENT ADVISORY Service code 27 1600 PENNSYLVANIA AVW · MCDONOUGH, GA 30253 | Advisory (Plan) | $1,970 |
Filed as: BLUE RIDGE ESOP ASSOCIATES Service code 13 154 HANSEN RD STE 201 · CHARLOTTESVILLE, VA 22911 | Contract Administrator | $564 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $44 |
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,261 | $117,841-37.8% | $102,423-28.5% | $145,922-49.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | -4.04% | 31.65%-35.7pp | 29.32%-33.4pp | 561.29%-565.3pp |
| Employer contribution / active EE | $4,077 | $3,615+12.8% | $3,023+34.9% | $4,660-12.5% |
| Participant deferral / active EE | $8,731 | $5,731+52.4% | $5,053+72.8% | $6,688+30.6% |
| Admin fee / account holder | $6,226 | $13,326-53.3% | $9,451-34.1% | $13,397-53.5% |