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 |
|---|---|---|
ASCENSUS LLC2 years Filed as: ASCENSUS HOLDINGS, INC DBA FUTUREPL Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $58,940 |
Service code 99 PO BOX 30918 · BILLINGS, MT 59116 | Other Fees | $54,834 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $16,625 |
KETEL THORSTENSON, LLP3 years Service code 10 PO BOX 3140 · RAPID CITY, SD 57709 | Accounting | $10,195 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $144,923 | $55,415+161.5% | $155,509-6.8% | $74,495+94.5% |
| Participation rate | 96.2% | 61.9%+34.3pp | 78.2%+18.0pp | 67.2%+29.0pp |
| Annual return | 12.93% | 268.50%-255.6pp | 64.67%-51.7pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $8,715 | $2,267+284.4% | $4,672+86.5% | $2,623+232.3% |
| Participant deferral / active EE | $7,989 | $2,836+181.7% | $5,626+42.0% | $4,346+83.8% |
| Admin fee / account holder | $638 | $1,738-63.3% | $15,912-96.0% | $1,942-67.1% |