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 INSURANCE COMPANY Service code 64 8515 EAST PRCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,786 |
QUINONES ARCHILLA2 years Service code 99 VILLAS DE CAPARRA ST C D6 · GUAYNABO, PR 00966 | Other Fees | $17,790 |
LINCOLN NATIONAL CORPORATION3 years Filed as: LINCOLN FINANCIAL SECURITIES Service code 55 P O BOX 2200 · AUSTIN, TX 46801 | Other Commissions | $2,708 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS LLC Service code 99 6504 BRIDGE POINT PKWY · AUSTIN, TX 78730 | Other Fees | $2,224 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,328 | $102,553-56.8% | $151,611-70.8% | $66,914-33.8% |
| Participation rate | 78.4% | 85.5%-7.1pp | 87.5%-9.1pp | 69.8%+8.6pp |
| Annual return | -14.91% | -10.82%-4.1pp | 3.33%-18.2pp | 1.58%-16.5pp |
| Employer contribution / active EE | $1,637 | $4,180-60.8% | $6,166-73.5% | $2,544-35.7% |
| Participant deferral / active EE | $1,905 | $6,641-71.3% | $8,363-77.2% | $4,237-55.0% |
| Admin fee / account holder | $6,292 | $630+899.0% | $11,616-45.8% | $593+960.6% |