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 | $88,083+0.5% | $164,813-46.3% | $74,495+18.8% |
| Participation rate | 95.4% | 73.0%+22.4pp | 78.6%+16.8pp | 67.2%+28.2pp |
| Annual return | 13.07% | 17.26%-4.2pp | 69.93%-56.9pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $2,932 | $2,593+13.1% | $4,341-32.5% | $2,623+11.8% |
| Participant deferral / active EE | $5,974 | $4,498+32.8% | $6,031-1.0% | $4,346+37.5% |
| Admin fee / account holder | $416 | $2,234-81.4% | $12,690-96.7% | $1,942-78.6% |