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 INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $107,719 |
STILES FINANCIAL SERVICES2 years Filed as: STILES FINANCIAL SERVICES INC Service code 27 7505 METRO BLVD STE 510 · EDINA, MN 55439 | Advisory (Plan) | $45,923 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,488 |
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.)
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 | $100,119 | $71,964+39.1% | $167,512-40.2% | $85,563+17.0% |
| Participation rate | 42.7% | 61.0%-18.3pp | 77.1%-34.4pp | 66.0%-23.3pp |
| Annual return | 13.34% | 18.83%-5.5pp | 1615.79%-1602.5pp | 31.51%-18.2pp |
| Employer contribution / active EE | $1,449 | $1,875-22.7% | $3,882-62.7% | $2,654-45.4% |
| Participant deferral / active EE | $3,062 | $4,110-25.5% | $6,405-52.2% | $4,375-30.0% |
| Admin fee / account holder | $802 | $815-1.6% | $9,769-91.8% | $834-3.8% |