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 INSURANCE CO OF AM Service code 65 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Account Maintenance | $37,664 |
COMMERCE BANK7 years Service code 26 · EIN 48-0962626 922 WALNUT ST · KANSAS CITY, MO 64106 | Advisory (Participants) | $28,043 |
DEBOER & ASSOCIATES, PC9+ years Service code 10 · EIN 47-0836395 | Accounting | $11,088 |
COTTONWOOD ADVISORS, LLC9+ years Service code 27 · EIN 20-4591722 | Advisory (Plan) | $5,848 |
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 | $59,220 | $80,724-26.6% | $103,333-42.7% | $74,495-20.5% |
| Participation rate | 98.8% | 65.7%+33.1pp | 74.5%+24.3pp | 67.2%+31.6pp |
| Annual return | 20.40% | 27.56%-7.2pp | 24.88%-4.5pp | 1364.94%-1344.5pp |
| Employer contribution / active EE | $6,973 | $3,157+120.9% | $3,868+80.3% | $2,623+165.8% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,057-100.0% | $4,346-100.0% |
| Admin fee / account holder | $495 | $2,368-79.1% | $8,355-94.1% | $1,942-74.5% |