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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $71,313 |
STIFEL NICOLAUS & CO INC11+ years Filed as: STIFFEL NICOLAUS & CO INC Service code 55 | Other Commissions | $37,154 |
Filed as: QUALIFIED RETIREMENT PLAN SERVICES Service code 13 | Contract Administrator | $10,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,213 |
QRPS, INC.11+ years Service code 13 1776-103 HERITAGE CENTER DRIVE · WAKE FOREST, NC 27587 | Contract Administrator | $1,975 |
STIFEL NICOLAUS & CO INC11+ years Service code 55 501 N BROADWAY · ST LOUIS, MO 63102 | Other Commissions | $0 |
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 | $83,118 | $74,661+11.3% | $160,784-48.3% | $67,986+22.3% |
| Participation rate | 92.8% | 57.1%+35.6pp | 77.0%+15.8pp | 57.2%+35.6pp |
| Annual return | 15.18% | 28.83%-13.7pp | 1803.92%-1788.7pp | 31.67%-16.5pp |
| Employer contribution / active EE | $657 | $1,829-64.1% | $3,733-82.4% | $2,019-67.5% |
| Participant deferral / active EE | $3,871 | $3,681+5.2% | $6,293-38.5% | $3,358+15.3% |
| Admin fee / account holder | $315 | $3,959-92.0% | $9,717-96.8% | $3,203-90.2% |