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 |
|---|---|---|
ORGEL WEALTH MANAGEMENT3 years Filed as: ORGEL WEALTH MANAGEMENT, LLC Service code 27 2420 RIVERS EDGE DRIVE · ALTOONA, WA 54720 | Advisory (Plan) | $15,483 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,437 |
Filed as: SHORE TOMPKINS ACTUARIAL RESOURCES, Service code 13 2 N. RIVERSIDE PLAZA · CHICAGO, IL 60606 | Contract Administrator | $5,221 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,168 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,896 | $110,094-56.5% | $151,611-68.4% | $68,494-30.1% |
| Participation rate | 75.0% | 84.0%-9.0pp | 87.5%-12.5pp | 67.9%+7.1pp |
| Annual return | -10.50% | -10.12%-0.4pp | 3.33%-13.8pp | -7.84%-2.7pp |
| Employer contribution / active EE | $0 | $4,471-100.0% | $6,166-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,007 | $6,527-38.6% | $8,363-52.1% | $4,027-0.5% |
| Admin fee / account holder | $6,021 | $7,719-22.0% | $11,616-48.2% | $5,403+11.4% |