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 5-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 | $38,499 |
OSAIC WEALTH INC2 years Service code 55 10 EXCHANGE PLACE STE 1410 · JERSEY CITY, NJ 07302 | Other Commissions | $19,711 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,148 |
CASSELL PLAN AUDITS1 year Filed as: CASSELL PLAN AUDITS INC Service code 10 409 ILLINOIS AVE STE 1B · SAINT CHARLES, IL 60174 | Accounting | $6,750 |
Service code 27 6300 BRIDGE POINT PKWY BLDG 1 STE 3 · AUSTIN, TX 787305097 | Advisory (Plan) | $1,903 |
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 | $86,070 | $49,915+72.4% | $154,803-44.4% | $74,304+15.8% |
| Participation rate | 84.2% | 54.0%+30.3pp | 78.1%+6.1pp | 60.3%+23.9pp |
| Annual return | 10.60% | 34.06%-23.5pp | 58.88%-48.3pp | 29.43%-18.8pp |
| Employer contribution / active EE | $362 | $1,611-77.5% | $4,305-91.6% | $2,241-83.8% |
| Participant deferral / active EE | $2,826 | $2,255+25.3% | $5,540-49.0% | $3,767-25.0% |
| Admin fee / account holder | $453 | $2,189-79.3% | $14,329-96.8% | $2,969-84.8% |