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 | $80,492 |
DA DAVIDSON & CO1 year Service code 27 8 THIRD ST NORTH · GREAT FALLS, MT 59401 | Advisory (Plan) | $35,000 |
Filed as: BENEFIT PLANS, INC. Service code 13 16924 FRANCES ST · OMAHA, NE 68130 | Contract Administrator | $11,527 |
Filed as: KELLEY FINANCIAL SERVICES INC Service code 13 17110 MARCY ST · OMAHA, NE 68118 | Contract Administrator | $2,422 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,914 |
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 | $131,992 | $91,407+44.4% | $135,903-2.9% | $71,457+84.7% |
| Participation rate | 99.3% | 75.7%+23.7pp | 81.9%+17.4pp | 67.9%+31.4pp |
| Annual return | 18.08% | 29.90%-11.8pp | 68.23%-50.1pp | 28.85%-10.8pp |
| Employer contribution / active EE | $5,040 | $3,703+36.1% | $4,856+3.8% | $2,588+94.8% |
| Participant deferral / active EE | $8,833 | $7,092+24.5% | $7,758+13.9% | $4,289+106.0% |
| Admin fee / account holder | $468 | $1,266-63.0% | $10,762-95.7% | $1,587-70.5% |