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 |
|---|---|---|
RETIRERIGHT LLC3 years Service code 27 1200 VALLEY WEST DR STE 707 · W DES MOINES, IA 50266 | Advisory (Plan) | $48,229 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,447 |
Filed as: NA NA Service code 99 5625 MILLS CIVIC PKWY STE 101 · WEST DES MOINES, IA 50266 | Other Fees | $13,504 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,059 |
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 | $88,533 | $88,087+0.5% | $164,866-46.3% | $74,546+18.8% |
| Participation rate | 95.4% | 73.1%+22.3pp | 78.6%+16.8pp | 67.2%+28.2pp |
| Annual return | 13.07% | 17.27%-4.2pp | 69.97%-56.9pp | 1366.03%-1353.0pp |
| Employer contribution / active EE | $2,932 | $2,595+13.0% | $4,343-32.5% | $2,624+11.7% |
| Participant deferral / active EE | $5,974 | $4,499+32.8% | $6,033-1.0% | $4,347+37.4% |
| Admin fee / account holder | $416 | $2,232-81.4% | $12,689-96.7% | $1,944-78.6% |