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 MEAD4 years Filed as: SEAN D CASTERLINE DBA DELTA CAPITAL Service code 27 698 N MAITLAND AVE · MAITLAND, FL 32751 | Advisory (Plan) | $34,995 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,325 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,105 |
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 | $53,834 | $59,417-9.4% | $93,606-42.5% | $74,495-27.7% |
| Participation rate | 62.8% | 59.7%+3.1pp | 68.7%-6.0pp | 67.2%-4.4pp |
| Annual return | 19.31% | 81.83%-62.5pp | 133.20%-113.9pp | 1364.94%-1345.6pp |
| Employer contribution / active EE | $1,812 | $1,264+43.4% | $2,420-25.1% | $2,623-30.9% |
| Participant deferral / active EE | $3,745 | $3,050+22.8% | $4,411-15.1% | $4,346-13.8% |
| Admin fee / account holder | $358 | $3,021-88.1% | $8,285-95.7% | $1,942-81.5% |