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 CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $49,001 |
CETERA ADVISOR NETWORKS LLC11+ years Filed as: CETERA ADVISORS LLC Service code 55 2301 ROSECRANS AVE., #5100 · EL SEGUNDO, CA 90245 | Other Commissions | $15,872 |
Service code 27 6300 BRIDGE POINT PKWY BLDG 1 STE 3 · AUSTIN, TX 787305097 | Advisory (Plan) | $7,356 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $137,124 | $86,944+57.7% | $107,525+27.5% | $74,304+84.5% |
| Participation rate | 69.1% | 59.6%+9.5pp | 75.1%-6.0pp | 60.3%+8.7pp |
| Annual return | 14.91% | 23.52%-8.6pp | 181.32%-166.4pp | 29.43%-14.5pp |
| Employer contribution / active EE | $7,264 | $2,757+163.5% | $3,754+93.5% | $2,241+224.1% |
| Participant deferral / active EE | $4,600 | $3,554+29.4% | $5,116-10.1% | $3,767+22.1% |
| Admin fee / account holder | $451 | $3,727-87.9% | $8,919-94.9% | $2,969-84.8% |