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 |
|---|---|---|
BRIGHTON JONES LLC5 years Service code 27 2030 1ST AVE 3RD FL · SEATTLE, WA 98121 | Advisory (Plan) | $59,200 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31,705 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $15,871 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,131 | $80,724+46.3% | $103,333+14.3% | $74,495+58.6% |
| Participation rate | 93.8% | 65.7%+28.1pp | 74.5%+19.3pp | 67.2%+26.6pp |
| Annual return | 10.42% | 27.56%-17.1pp | 24.88%-14.5pp | 1364.94%-1354.5pp |
| Employer contribution / active EE | -$40 | $3,157-101.3% | $3,868-101.0% | $2,623-101.5% |
| Participant deferral / active EE | $11,407 | $3,860+195.5% | $5,057+125.5% | $4,346+162.5% |
| Admin fee / account holder | $726 | $2,368-69.3% | $8,355-91.3% | $1,942-62.6% |