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 | $18,888 |
REHMANN ROBSON1 year Filed as: REHMANN FINANCIAL GROUP LLC Service code 13 5800 GRATIOT RD STE 201 · SAGINAW, MI 48638 | Contract Administrator | $16,387 |
Filed as: RAYMOND JAMES Service code 27 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $10,173 |
AMERITAS LIFE INSURANCE CORP4 years Filed as: AMERITAS INVESTMENT COMPANY LLC Service code 27 5900 O ST · LINCOLN, NE 68510 | Advisory (Plan) | $8,523 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,260 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 99 1801 CALIFORNIA ST 23RD FLOOR · DENVER, CO 80202 | Other Fees | $785 |
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 | $53,559 | $80,673-33.6% | $101,326-47.1% | $84,808-36.8% |
| Participation rate | 79.3% | 77.8%+1.6pp | 81.5%-2.1pp | 68.3%+11.0pp |
| Annual return | 14.20% | 38.95%-24.8pp | 36.82%-22.6pp | 40.90%-26.7pp |
| Employer contribution / active EE | $1,181 | $2,698-56.2% | $3,665-67.8% | $2,631-55.1% |
| Participant deferral / active EE | $3,860 | $6,840-43.6% | $7,994-51.7% | $4,212-8.4% |
| Admin fee / account holder | $392 | $12,784-96.9% | $11,185-96.5% | $7,344-94.7% |