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 | $28,729 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $17,249 |
Filed as: INTEGRITY RETIREMENT PLAN SERVICES Service code 13 20975 SWENSON DRIVE, SUITE 225 · WAUKESHA, WI 53186 | Contract Administrator | $6,481 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $740 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,428 | $96,484-41.5% | $156,263-63.9% | $74,304-24.1% |
| Participation rate | 65.3% | 67.7%-2.3pp | 78.9%-13.6pp | 60.3%+5.0pp |
| Annual return | 13.98% | 17.73%-3.7pp | 59.47%-45.5pp | 29.43%-15.4pp |
| Employer contribution / active EE | $1,813 | $2,528-28.3% | $4,333-58.2% | $2,241-19.1% |
| Participant deferral / active EE | $2,362 | $4,286-44.9% | $6,158-61.6% | $3,767-37.3% |
| Admin fee / account holder | $395 | $3,728-89.4% | $14,255-97.2% | $2,969-86.7% |