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 |
|---|---|---|
WOODBURY FINANCIAL SERVICES5 years Filed as: WOODBURY FINANCIAL SERVICES INC Service code 27 7755 3RD ST N · OAKDALE, MN 55128 | Advisory (Plan) | $38,663 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,913 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,265 |
Filed as: GWFS EQUITIES INC Service code 59 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder Servicing | $0 |
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 | $104,428 | $86,655+20.5% | $119,609-12.7% | $66,914+56.1% |
| Participation rate | 95.3% | 75.6%+19.7pp | 79.3%+16.0pp | 69.8%+25.5pp |
| Annual return | -16.66% | -8.00%-8.7pp | -14.97%-1.7pp | 1.58%-18.2pp |
| Employer contribution / active EE | $8,186 | $2,536+222.8% | $4,232+93.4% | $2,544+221.7% |
| Participant deferral / active EE | $7,479 | $4,358+71.6% | $5,602+33.5% | $4,237+76.5% |
| Admin fee / account holder | $376 | $755-50.2% | $10,323-96.4% | $593-36.7% |