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 | $70,949 |
Filed as: RAYMOND JAMES Service code 27 880 CARILLON PKWY · ST PETERSBURG, NE 33716 | Advisory (Plan) | $40,070 |
Filed as: EMPOWER ADVISORY GRP LLC Service code 28 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $20,924 |
Filed as: FLORIDA RETIREMENT CONS Service code 13 16703 EARLY RISER AVE STE 210 · LAND O LAKES, FL 34638 | Contract Administrator | $6,567 |
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 | $87,635 | $95,880-8.6% | $107,525-18.5% | $85,563+2.4% |
| Participation rate | 96.7% | 70.1%+26.6pp | 75.1%+21.7pp | 66.0%+30.8pp |
| Annual return | 25.58% | 68.06%-42.5pp | 181.32%-155.7pp | 31.51%-5.9pp |
| Employer contribution / active EE | $10,507 | $3,812+175.6% | $3,754+179.9% | $2,654+296.0% |
| Participant deferral / active EE | $8,586 | $4,201+104.4% | $5,116+67.8% | $4,375+96.2% |
| Admin fee / account holder | $329 | $1,025-68.0% | $8,919-96.3% | $834-60.6% |