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 ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $217,040 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $124,291 |
Filed as: CETERA WEALTH SERVICES LLC Service code 55 | Other Commissions | $101,644 |
PENSION PLUS INC4 years Service code 10 PO BOX 366281 · SAN JUAN, PR 00936 | Accounting | $40,315 |
RSM US LLP4 years Filed as: RSM ROC & COMPANY Service code 10 PO BOX 10528 · SAN JUAN, PR 00922 | Accounting | $15,579 |
CETERA ADVISOR NETWORKS LLC4 years Service code 55 2301 ROSECRANS AVE., #5100 · EL SEGUNDO, CA 902455670 | Other Commissions | $0 |
Participant 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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,055 | $150,541-17.6% | $145,433-14.7% | $103,975+19.3% |
| Participation rate | 92.4% | 81.1%+11.3pp | 82.1%+10.3pp | 72.5%+19.9pp |
| Annual return | 11.91% | 20.73%-8.8pp | 66.58%-54.7pp | 19.41%-7.5pp |
| Employer contribution / active EE | $4,484 | $5,177-13.4% | $4,554-1.5% | $3,722+20.5% |
| Participant deferral / active EE | $3,827 | $9,456-59.5% | $7,897-51.5% | $5,343-28.4% |
| Admin fee / account holder | $303 | $165+84.0% | $13,129-97.7% | $332-8.8% |