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 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $90,026 |
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 99 880 CARRILLON PKWY · ST PETERSBURG, FL 33716 | Other Fees | $48,224 |
Filed as: UBS FINANCIAL SERVICES Service code 27 PO BOX 19828 · NASHVILLE, TN 37238 | Advisory (Plan) | $6,107 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,563 |
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 | $89,780 | $79,171+13.4% | $102,423-12.3% | $74,495+20.5% |
| Participation rate | 94.4% | 74.8%+19.6pp | 76.5%+17.9pp | 67.2%+27.2pp |
| Annual return | 15.43% | 54.93%-39.5pp | 29.32%-13.9pp | 1364.94%-1349.5pp |
| Employer contribution / active EE | $2,580 | $2,362+9.2% | $3,023-14.7% | $2,623-1.6% |
| Participant deferral / active EE | $6,201 | $4,415+40.4% | $5,053+22.7% | $4,346+42.7% |
| Admin fee / account holder | $726 | $2,001-63.7% | $9,451-92.3% | $1,942-62.6% |