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 | $46,763 |
COMMERCE BANK8 years Service code 26 · EIN 48-0962626 922 WALNUT ST · KANSAS CITY, MO 64106 | Advisory (Participants) | $34,082 |
DEBOER & ASSOCIATES, PC10+ years Service code 10 · EIN 47-0836395 | Accounting | $12,060 |
BLAKE & UHLIG, P.A.9 years Filed as: BLAKE & UHLIG Service code 29 · EIN 48-0918231 6803 W 64TH ST, SUITE 300 · OVERLAND PARK, KS 66202 | Legal | $7,667 |
COTTONWOOD ADVISORS, LLC10+ 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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,659 | $86,944-27.9% | $107,525-41.7% | $74,304-15.7% |
| Participation rate | 100.0% | 59.6%+40.4pp | 75.1%+24.9pp | 60.3%+39.7pp |
| Annual return | 4.07% | 23.52%-19.5pp | 181.32%-177.3pp | 29.43%-25.4pp |
| Employer contribution / active EE | $8,042 | $2,757+191.7% | $3,754+114.2% | $2,241+258.8% |
| Participant deferral / active EE | $0 | $3,554-100.0% | $5,116-100.0% | $3,767-100.0% |
| Admin fee / account holder | $579 | $3,727-84.5% | $8,919-93.5% | $2,969-80.5% |