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 | $31,016 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $20,586 |
ASCENSUS LLC2 years Filed as: FUTUREPLAN BY ASCENSUS Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $5,585 |
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 | $231,456 | $101,955+127.0% | $112,887+105.0% | $71,457+223.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.5%+19.5pp | 67.9%+32.1pp |
| Annual return | 16.28% | 28.92%-12.6pp | 34.10%-17.8pp | 28.85%-12.6pp |
| Employer contribution / active EE | $7,987 | $4,743+68.4% | $4,563+75.0% | $2,588+208.7% |
| Participant deferral / active EE | $10,299 | $6,771+52.1% | $6,513+58.1% | $4,289+140.1% |
| Admin fee / account holder | $376 | $1,395-73.1% | $7,047-94.7% | $1,587-76.3% |