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 | $20,370 |
RAYMOND JAMES FINANCIAL SERVICES8+ years Service code 27 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Advisory (Plan) | $17,673 |
ASCENSUS LLC3 years Filed as: ASCENSUS HOLDINGS INC DBA Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO CA, CA 92101 | Contract Administrator | $5,618 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $723 |
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 | $41,965 | $46,674-10.1% | $117,472-64.3% | $68,494-38.7% |
| Participation rate | 81.1% | 56.8%+24.3pp | 70.6%+10.5pp | 67.9%+13.2pp |
| Annual return | -18.25% | -14.52%-3.7pp | 29.74%-48.0pp | -7.84%-10.4pp |
| Employer contribution / active EE | $1,678 | $1,505+11.5% | $4,176-59.8% | $2,596-35.4% |
| Participant deferral / active EE | $3,016 | $2,636+14.4% | $4,070-25.9% | $4,027-25.1% |
| Admin fee / account holder | $400 | $4,020-90.1% | $5,645-92.9% | $5,403-92.6% |