Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $43,643 |
Filed as: RAYMOND JAMES Service code 27 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $23,814 |
Service code 99 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Other Fees | $2,705 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,704 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,630 | $80,731+24.6% | $103,374-2.7% | $74,546+35.0% |
| Participation rate | 78.8% | 65.7%+13.2pp | 74.5%+4.3pp | 67.2%+11.6pp |
| Annual return | 14.28% | 27.56%-13.3pp | 24.89%-10.6pp | 1366.03%-1351.8pp |
| Employer contribution / active EE | $3,368 | $3,158+6.6% | $3,869-13.0% | $2,624+28.3% |
| Participant deferral / active EE | $6,680 | $3,860+73.0% | $5,058+32.1% | $4,347+53.6% |
| Admin fee / account holder | $681 | $2,369-71.2% | $8,394-91.9% | $1,944-65.0% |