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 ANNIITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $32,532 |
Filed as: PRINCIPAL SECURITIES INC Service code 27 711 HIGH ST · DES MOINES, IA 50392 | Advisory (Plan) | $18,229 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $14,179 |
Filed as: ECONOMIC GROUP PENSION SERVICES INC Service code 13 917 WESTERN AMERICA CIRCLE · MOBILE, AL 36609 | Contract Administrator | $5,720 |
Service code 27 6504 BRIDGE POINT PKWY · AUSTIN, TX 787305097 | Advisory (Plan) | $1,918 |
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 | $102,897 | $64,707+59.0% | $112,228-8.3% | $68,494+50.2% |
| Participation rate | 75.0% | 67.2%+7.8pp | 75.1%-0.1pp | 67.9%+7.1pp |
| Annual return | -15.28% | -11.40%-3.9pp | 27.45%-42.7pp | -7.84%-7.4pp |
| Employer contribution / active EE | $4,039 | $2,746+47.1% | $3,635+11.1% | $2,596+55.6% |
| Participant deferral / active EE | $8,037 | $3,565+125.5% | $4,728+70.0% | $4,027+99.6% |
| Admin fee / account holder | $608 | $5,232-88.4% | $6,410-90.5% | $5,403-88.7% |