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: COMMONWEALTH EQUITY SERVICES LLC Service code 27 29 SAWYER RD · WALTHAM, MA 024533483 | Advisory (Plan) | $20,038 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,067 |
Service code 13 101 BRADFORD RD STE 200 · WEXFORD, PA 15090 | Contract Administrator | $4,283 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,457 |
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 | $44,120 | $101,499-56.5% | $147,005-70.0% | $74,546-40.8% |
| Participation rate | 92.3% | 75.5%+16.8pp | 82.2%+10.1pp | 67.2%+25.1pp |
| Annual return | 19.51% | 8732.34%-8712.8pp | 418.76%-399.3pp | 1366.03%-1346.5pp |
| Employer contribution / active EE | $1,194 | $3,811-68.7% | $4,934-75.8% | $2,624-54.5% |
| Participant deferral / active EE | $8,154 | $7,304+11.6% | $8,070+1.0% | $4,347+87.6% |
| Admin fee / account holder | $460 | $1,748-73.7% | $13,006-96.5% | $1,944-76.3% |