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 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,461 |
IPI WEALTH MANAGEMENT INC5 years Service code 27 226 WEST ELDORADO · DECATUR, IL 62522 | Advisory (Plan) | $14,413 |
ASCENSUS LLC5 years Filed as: ASCENSUS HLDINGS INC DBA FUTUREPLAN Service code 13 | Contract Administrator | $4,804 |
ASCENSUS LLC4 years Filed as: ASCENSUS HOLDINGS DBA FUTUREPLAN BY Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $2,150 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,693 |
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 | $69,354 | $56,060+23.7% | $76,002-8.7% | $80,874-14.2% |
| Participation rate | 75.6% | 62.0%+13.5pp | 69.1%+6.5pp | 67.6%+7.9pp |
| Annual return | 11.68% | 20.54%-8.9pp | 360.07%-348.4pp | 35.62%-23.9pp |
| Employer contribution / active EE | $0 | $1,873-100.0% | $2,688-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,181 | $3,051+37.0% | $4,257-1.8% | $4,297-2.7% |
| Admin fee / account holder | $708 | $5,237-86.5% | $6,414-89.0% | $6,935-89.8% |