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 |
|---|---|---|
SEAN MEAD3 years Filed as: SEAN D CASTERLINE DBA DELTA CAPITAL Service code 27 698 N MAITLAND AVE · MAITLAND, FL 32751 | Advisory (Plan) | $27,566 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,827 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,528 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $48,476 | $54,701-11.4% | $86,188-43.8% | $71,457-32.2% |
| Participation rate | 57.1% | 60.1%-3.0pp | 69.0%-11.9pp | 67.9%-10.9pp |
| Annual return | 18.93% | 20.06%-1.1pp | 1168.45%-1149.5pp | 28.85%-9.9pp |
| Employer contribution / active EE | $1,524 | $1,265+20.4% | $2,380-36.0% | $2,588-41.1% |
| Participant deferral / active EE | $3,727 | $3,108+19.9% | $3,985-6.5% | $4,289-13.1% |
| Admin fee / account holder | $343 | $1,922-82.2% | $6,852-95.0% | $1,587-78.4% |