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 COMPANY O Service code 62 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping fees; Float revenue | $95,947 |
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 27 · EIN 36-4291971 | Advisory (Plan) | $21,409 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $21,339 |
ARONSON LLC1 year Filed as: ARONSON LLC ACCOUNTS RECEIVABL Service code 10 · EIN 37-1611326 | Accounting | $5,800 |
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 | $150,439 | $51,197+193.8% | $82,719+81.9% | $66,914+124.8% |
| Participation rate | 97.1% | 67.8%+29.2pp | 72.6%+24.5pp | 69.8%+27.3pp |
| Annual return | -16.60% | -9.64%-7.0pp | 701.18%-717.8pp | 1.58%-18.2pp |
| Employer contribution / active EE | $11,304 | $2,611+333.0% | $3,009+275.7% | $2,544+344.3% |
| Participant deferral / active EE | $8,951 | $3,458+158.8% | $4,395+103.7% | $4,237+111.3% |
| Admin fee / account holder | $678 | $416+63.3% | $5,329-87.3% | $593+14.3% |