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 | $96,457 |
PRIVATE ADVISOR GROUP LLC6 years Filed as: PRIVATE ADVISORS GROUP, LLC Service code 27 · EIN 27-3463733 | Advisory (Plan) | $38,513 |
COASTAL PENSION SERVICES9+ years Filed as: COASTAL PENSION SERVICES, INC. Service code 13 · EIN 52-1053785 | Contract Administrator | $8,640 |
APRIO LLP1 year Filed as: APRIO, LLP Service code 50 · EIN 37-1611326 | Direct Payment | $3,500 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,031 |
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 | $171,529 | $101,317+69.3% | $146,958+16.7% | $74,495+130.3% |
| Participation rate | 87.3% | 75.5%+11.7pp | 82.2%+5.1pp | 67.2%+20.1pp |
| Annual return | 19.29% | 8730.91%-8711.6pp | 418.34%-399.0pp | 1364.94%-1345.6pp |
| Employer contribution / active EE | $993 | $3,810-73.9% | $4,933-79.9% | $2,623-62.1% |
| Participant deferral / active EE | $12,113 | $7,303+65.9% | $8,070+50.1% | $4,346+178.7% |
| Admin fee / account holder | $316 | $1,739-81.8% | $12,998-97.6% | $1,942-83.7% |