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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $49,070 |
ASCENSUS LLC2 years Filed as: ASCENSUS HOLDINGS, INC. DBA FUTUREP Service code 13 · EIN 82-3719843 101 W. BROADWAY, STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $44,829 |
Service code 13 343 WOOD LAKE DR SE · ROCHESTER, MN 55979 | Contract Administrator | $42,008 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $23,137 |
STIFEL NICOLAUS & CO INC2 years Filed as: STIFEL NICOLAUS & CO., INC. Service code 55 501 N. BROADWAY · ST. LOUIS, MO 63102 | Other Commissions | $19,535 |
Service code 99 6300 BRIDGE POINT PKWY · AUSTIN, TX 787305097 | Other Fees | $1,710 |
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 | $34,566 | $55,415-37.6% | $155,509-77.8% | $74,495-53.6% |
| Participation rate | 85.4% | 61.9%+23.5pp | 78.2%+7.2pp | 67.2%+18.2pp |
| Annual return | 10.92% | 268.50%-257.6pp | 64.67%-53.8pp | 1364.94%-1354.0pp |
| Employer contribution / active EE | $1,245 | $2,267-45.1% | $4,672-73.4% | $2,623-52.5% |
| Participant deferral / active EE | $3,182 | $2,836+12.2% | $5,626-43.4% | $4,346-26.8% |
| Admin fee / account holder | $649 | $1,738-62.7% | $15,912-95.9% | $1,942-66.6% |