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 INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $42,386 |
RBC WEALTH MANAGEMENT5 years Filed as: RBC CAPITAL MARKETS LLC Service code 55 | Other Commissions | $19,421 |
ASCENSUS LLC2 years Filed as: ASCENSUS, INC. Service code 99 | Other Fees | $4,730 |
ASCENSUS LLC3 years Filed as: FUTUREPLAN BY ASCENSUS Service code 13 1102 CHESTNUT HILLS PRKY SUITE 100 · FORT WAYNE, IN 46814 | Contract Administrator | $2,335 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 04-1590850 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $0 |
ASCENSUS LLC2 years Filed as: FUTUREPAN CONSULTING Service code 13 · EIN 11-3665754 PO BOX 55757 · BOSTON, MA 02205 | Contract Administrator | $0 |
RBC WEALTH MANAGEMENT2 years Filed as: RBC CAPITAL MARKETS, LLC Service code 55 · EIN 41-1416330 60 S 6TH ST COMMISSIONS ACCTG · MINNEAPOLIS, MN 55402 | Other Commissions | $0 |
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 | $72,451 | $82,917-12.6% | $103,333-29.9% | $77,643-6.7% |
| Participation rate | 34.6% | 71.6%-36.9pp | 74.5%-39.9pp | 70.6%-35.9pp |
| Annual return | -36.99% | 19.13%-56.1pp | 24.88%-61.9pp | 31.24%-68.2pp |
| Employer contribution / active EE | $1,453 | $3,552-59.1% | $3,868-62.4% | $2,726-46.7% |
| Participant deferral / active EE | $2,758 | $4,108-32.9% | $5,057-45.5% | $4,647-40.6% |
| Admin fee / account holder | $411 | $638-35.6% | $8,355-95.1% | $430-4.5% |