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 4-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 |
|---|---|---|
SEAN MEAD2 years Filed as: SEAN D CASTERLINE DBA DELTA CAPITAL Service code 27 698 N MAITLAND AVE · MAITLAND, FL 32751 | Advisory (Plan) | $81,213 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $53,579 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,664 |
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 | $55,569 | $88,890-37.5% | $102,423-45.7% | $77,643-28.4% |
| Participation rate | 83.3% | 80.9%+2.4pp | 76.5%+6.8pp | 70.6%+12.7pp |
| Annual return | 27.98% | 24.98%+3.0pp | 29.32%-1.3pp | 31.24%-3.3pp |
| Employer contribution / active EE | $4,988 | $2,698+84.9% | $3,023+65.0% | $2,726+83.0% |
| Participant deferral / active EE | $10,017 | $5,145+94.7% | $5,053+98.2% | $4,647+115.5% |
| Admin fee / account holder | $304 | $235+29.2% | $9,451-96.8% | $430-29.3% |