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 |
|---|---|---|
ASSUREDPARTNERS CAPITAL INC2 years Service code 27 200 COLONIAL CENTER PKWY STE 140 · LAKE MARY, FL 32746 | Advisory (Plan) | $60,082 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,358 |
Service code 99 6504 BRIDGE POINT PKWY · AUSTIN, TX 787305097 | Other Fees | $12,015 |
PREMIER RETIREMENT PARTNERS3 years Service code 13 8040 EXCELSIOR DR · MADISON, WI 537172919 | Contract Administrator | $8,039 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,476 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,555 | $78,485+84.2% | $106,213+36.1% | $74,495+94.0% |
| Participation rate | 81.6% | 72.8%+8.8pp | 75.3%+6.3pp | 67.2%+14.4pp |
| Annual return | 15.43% | 15.95%-0.5pp | 116.14%-100.7pp | 1364.94%-1349.5pp |
| Employer contribution / active EE | $896 | $2,523-64.5% | $3,171-71.7% | $2,623-65.8% |
| Participant deferral / active EE | $5,537 | $4,322+28.1% | $5,016+10.4% | $4,346+27.4% |
| Admin fee / account holder | $439 | $2,232-80.3% | $11,033-96.0% | $1,942-77.4% |