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 | $83,397 |
PNC BANK, N.A.1 year Filed as: PNC BANK NA Service code 27 1900 E 9TH ST · CLEVELAND, OH 44114 | Advisory (Plan) | $15,851 |
REHMANN ROBSON1 year Filed as: REHMANN LLC DBA REHMANN FINANCIAL G Service code 10 5800 GRATIOT RD STE 201 · SAGINAW, MI 486052025 | Accounting | $14,997 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $10,059 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,145 |
TD AMERITRADE, INC.9+ years Service code 33 | Securities brokerage | $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 | $148,464 | $91,407+62.4% | $135,903+9.2% | $71,457+107.8% |
| Participation rate | 78.3% | 75.7%+2.7pp | 81.9%-3.6pp | 67.9%+10.4pp |
| Annual return | 18.70% | 29.90%-11.2pp | 68.23%-49.5pp | 28.85%-10.1pp |
| Employer contribution / active EE | $1,601 | $3,703-56.8% | $4,856-67.0% | $2,588-38.1% |
| Participant deferral / active EE | $5,266 | $7,092-25.8% | $7,758-32.1% | $4,289+22.8% |
| Admin fee / account holder | $494 | $1,266-61.0% | $10,762-95.4% | $1,587-68.9% |