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 | $112,120 |
PRIVATE ADVISOR GROUP LLC7 years Filed as: PRIVATE ADVISORS GROUP, LLC Service code 27 · EIN 27-3463733 | Advisory (Plan) | $44,630 |
APRIO LLP2 years Filed as: APRIO, LLP Service code 50 · EIN 37-1611326 | Direct Payment | $27,377 |
COASTAL PENSION SERVICES10+ years Filed as: COASTAL PENSION SERVICES, INC. Service code 10 · EIN 52-1053785 | Accounting | $9,675 |
ARONSON LLC1 year Service code 10 805 KING FARM BLVD · ROCKVILLE, MD 20850 | Accounting | $1,948 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,704 |
Filed as: BLUE RIDGE ESOP ASSOCIATES Service code 99 154 HANSEN ROAD · CHARLOTTESVILLE, VA 22911 | Other Fees | $1,580 |
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 | $181,207 | $100,923+79.5% | $150,045+20.8% | $74,304+143.9% |
| Participation rate | 99.0% | 70.1%+28.9pp | 82.3%+16.7pp | 60.3%+38.7pp |
| Annual return | 13.74% | 51.77%-38.0pp | 62.55%-48.8pp | 29.43%-15.7pp |
| Employer contribution / active EE | $2,568 | $3,463-25.9% | $4,693-45.3% | $2,241+14.6% |
| Participant deferral / active EE | $9,577 | $6,709+42.7% | $7,997+19.8% | $3,767+154.2% |
| Admin fee / account holder | $514 | $2,767-81.4% | $13,435-96.2% | $2,969-82.7% |