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 | $42,413 |
Filed as: PRIME CAPITAL INVESTMENT ADVS LLC Service code 27 · EIN 82-1364595 6201 COLLEGE BLVD 7TH FL · OVERLAND PARK, KS 66211 | Advisory (Plan) | $19,602 |
ASCENSUS LLC3 years Filed as: ASCENSUS HOLDINGS INC DBA Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $13,159 |
UHY LLP4 years Service code 10 15 SUNNEN DRIVE · ST.LOUIS, MO 63143 | Accounting | $12,360 |
ASCENSUS LLC3 years Filed as: ASCENSUS INC Service code 99 1102 CHESTNUT HILLS PARKWAY · FORT WAYNE, IN 46814 | Other Fees | $4,867 |
ASCENSUS LLC1 year Filed as: ERISA SERVICES MIDWEST LLC Service code 13 PO BOX 24628 · KNOXVILLE, TN 37933 | Contract Administrator | $510 |
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 | $76,168 | $81,625-6.7% | $167,512-54.5% | $74,304+2.5% |
| Participation rate | 93.9% | 60.0%+33.8pp | 77.1%+16.8pp | 60.3%+33.5pp |
| Annual return | 14.14% | 26.09%-11.9pp | 1615.79%-1601.7pp | 29.43%-15.3pp |
| Employer contribution / active EE | $2,061 | $2,010+2.5% | $3,882-46.9% | $2,241-8.0% |
| Participant deferral / active EE | $5,316 | $4,115+29.2% | $6,405-17.0% | $3,767+41.1% |
| Admin fee / account holder | $616 | $3,474-82.3% | $9,769-93.7% | $2,969-79.3% |