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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $16,273 |
Filed as: EDWARD D JONES & CO LP Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $13,633 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,269 |
MORNINGSTAR1+ years Filed as: MORNINGSTAR INC DBA MORNINGSTAR ASS Service code 99 5904 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Other Fees | $525 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,362 | $78,485-39.7% | $106,213-55.4% | $74,495-36.4% |
| Participation rate | 64.2% | 72.8%-8.6pp | 75.3%-11.1pp | 67.2%-3.0pp |
| Annual return | 11.50% | 15.95%-4.5pp | 116.14%-104.6pp | 1364.94%-1353.4pp |
| Employer contribution / active EE | $1,425 | $2,523-43.5% | $3,171-55.1% | $2,623-45.7% |
| Participant deferral / active EE | $2,514 | $4,322-41.8% | $5,016-49.9% | $4,346-42.1% |
| Admin fee / account holder | $447 | $2,232-80.0% | $11,033-95.9% | $1,942-77.0% |