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 INS COMP OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $202,216 |
Filed as: PRIME CAPITAL INV ADVS LLC Service code 27 · EIN 82-1364595 | Advisory (Plan) | $99,180 |
QUALIFIED PLANS, LLC6 years Filed as: QUALIFIED PLAN CONSULTANTS LLC Service code 13 · EIN 20-0223513 | Contract Administrator | $52,290 |
Filed as: BMG CERTIFIED PUBLIC ACCT LLP Service code 10 · EIN 47-0650756 | Accounting | $45,500 |
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 | $198,807 | $88,890+123.7% | $102,423+94.1% | $77,643+156.1% |
| Participation rate | 100.0% | 80.9%+19.1pp | 76.5%+23.5pp | 70.6%+29.4pp |
| Annual return | 53.14% | 24.98%+28.2pp | 29.32%+23.8pp | 31.24%+21.9pp |
| Employer contribution / active EE | $4,984 | $2,698+84.7% | $3,023+64.8% | $2,726+82.8% |
| Participant deferral / active EE | $8,265 | $5,145+60.6% | $5,053+63.6% | $4,647+77.9% |
| Admin fee / account holder | $918 | $235+289.9% | $9,451-90.3% | $430+113.3% |