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 MANAGEMENT4 years Filed as: ORGEL WEALTH MANAGEMENT, LLC Service code 27 2420 RIVERS EDGE DRIVE · ALTOONA, WA 54720 | Advisory (Plan) | $15,354 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,723 |
Filed as: SHORE TOMPKINS ACTUARIAL RESOURCES, Service code 13 | Contract Administrator | $3,838 |
Service code 13 · EIN 20-1694816 | Contract Administrator | $2,589 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,346 |
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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,499 | $125,758-55.9% | $169,993-67.4% | $75,163-26.2% |
| Participation rate | 67.0% | 83.6%-16.6pp | 87.0%-20.0pp | 67.2%-0.2pp |
| Annual return | 24.45% | 27.20%-2.8pp | 53.37%-28.9pp | 160.62%-136.2pp |
| Employer contribution / active EE | $0 | $4,615-100.0% | $6,785-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,977 | $6,837-41.8% | $10,408-61.8% | $4,125-3.6% |
| Admin fee / account holder | $11,079 | $8,173+35.5% | $12,815-13.5% | $5,651+96.1% |