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 CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $56,972 |
Filed as: RAYMOND JAMES & ASSOCIATES,INC. Service code 26 1530 AMERICAN WAY, SUITE 230 · GREENWOOD, IN 46143 | Advisory (Participants) | $48,000 |
RSM US LLP1 year Service code 10 · EIN 42-0714325 4650 EAST 53RD STREET · DAVENPORT, IA 52807 | Accounting | $19,845 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CA 80111 | Investment Management | $14,723 |
Filed as: BENEFIT PLANS PLUS, LLC Service code 13 | Contract Administrator | $10,000 |
BENEFITS PLAN PLUS LLC6 years Service code 13 11701 BORMAN DR, STE 300 · ST LOUIS, MO 63146 | Contract Administrator | $4,351 |
Filed as: GWFS EQUITIES INC Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Securities brokerage; Shareholder ser... | $4,053 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $281,374 | $61,272+359.2% | $149,673+88.0% | $71,457+293.8% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 16.53% | 35.85%-19.3pp | 134.42%-117.9pp | 28.85%-12.3pp |
| Employer contribution / active EE | $14,999 | $2,378+530.6% | $4,818+211.3% | $2,588+479.6% |
| Participant deferral / active EE | $10,295 | $2,917+252.9% | $5,680+81.2% | $4,289+140.0% |
| Admin fee / account holder | $514 | $1,261-59.2% | $13,210-96.1% | $1,587-67.6% |