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 Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILL, CO 80111 | Recordkeeping Fees | $51,220 |
Filed as: RAYMOND JAMES Service code 27 880 CARILLON PKWY · ST PETERSBURG, NE 33716 | Advisory (Plan) | $29,104 |
Filed as: EMPOWER ADVISORY GRP LLC Service code 28 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $14,527 |
Filed as: FLORIDA RETIREMENT CONS Service code 13 16703 EARLY RISER AVE STE 210 · LAND O LAKES, FL 34638 | Contract Administrator | $8,740 |
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 | $76,133 | $82,917-8.2% | $103,333-26.3% | $77,643-1.9% |
| Participation rate | 94.9% | 71.6%+23.4pp | 74.5%+20.4pp | 70.6%+24.4pp |
| Annual return | 18.33% | 19.13%-0.8pp | 24.88%-6.6pp | 31.24%-12.9pp |
| Employer contribution / active EE | $9,036 | $3,552+154.4% | $3,868+133.6% | $2,726+231.5% |
| Participant deferral / active EE | $8,429 | $4,108+105.2% | $5,057+66.7% | $4,647+81.4% |
| Admin fee / account holder | $302 | $638-52.7% | $8,355-96.4% | $430-29.8% |