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 | $145,877-15.0% | $150,045-17.3% | $102,872+20.6% |
| Participation rate | 92.4% | 79.8%+12.6pp | 82.3%+10.1pp | 73.0%+19.4pp |
| Annual return | 11.91% | 21.37%-9.5pp | 62.55%-50.6pp | 19.06%-7.1pp |
| Employer contribution / active EE | $4,484 | $4,710-4.8% | $4,693-4.4% | $3,526+27.2% |
| Participant deferral / active EE | $3,827 | $9,491-59.7% | $7,997-52.1% | $5,535-30.9% |
| Admin fee / account holder | $303 | $176+72.4% | $13,435-97.7% | $292+3.7% |