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 ORCHARFD ROAD · GREENWOOD, CO 80111 | Recordkeeping Fees | $47,010 |
MARIETTA WEALTH MANAGEMENT7 years Service code 27 P O BOX 7898 · MARIETTA, GA 30065 | Advisory (Plan) | $45,191 |
ERISA SERVICES, INC.5 years 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 | $6,239 |
ERISA SERVICES, INC.5 years Filed as: ERISA SERVICES Service code 13 P O BOX 24628 · KNOXVILLE, TN 37933 | Contract Administrator | $3,840 |
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 | $113,400 | $100,923+12.4% | $150,045-24.4% | $74,304+52.6% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.3%+17.7pp | 60.3%+39.7pp |
| Annual return | 16.66% | 51.77%-35.1pp | 62.55%-45.9pp | 29.43%-12.8pp |
| Employer contribution / active EE | $3,971 | $3,463+14.7% | $4,693-15.4% | $2,241+77.2% |
| Participant deferral / active EE | $9,371 | $6,709+39.7% | $7,997+17.2% | $3,767+148.8% |
| Admin fee / account holder | $482 | $2,767-82.6% | $13,435-96.4% | $2,969-83.8% |