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 CO. OF AM Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $49,182 |
Filed as: PRINCIPAL SECURITIES INC. Service code 55 711 HIGH ST · DES MOINES, IA 50392 | Other Commissions | $34,166 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $16,153 |
ASCENSUS LLC9 years Filed as: PENSION ADMINISTRATORS LLC Service code 13 18033 OAK STREET · OMAHA, NE 68130 | Contract Administrator | $10,888 |
Service code 99 6504 BRIDGE POINT PKWY · AUSTIN, TX 787305097 | Other Fees | $6,011 |
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 | $58,790 | $73,360-19.9% | $177,989-67.0% | $74,495-21.1% |
| Participation rate | 94.4% | 66.6%+27.7pp | 77.1%+17.3pp | 67.2%+27.2pp |
| Annual return | 12.00% | 17.49%-5.5pp | 294.48%-282.5pp | 1364.94%-1352.9pp |
| Employer contribution / active EE | $1,455 | $2,216-34.3% | $3,949-63.1% | $2,623-44.5% |
| Participant deferral / active EE | $4,061 | $4,513-10.0% | $6,276-35.3% | $4,346-6.6% |
| Admin fee / account holder | $361 | $1,808-80.0% | $10,363-96.5% | $1,942-81.4% |