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 |
|---|---|---|
Service code 27 12671 HIGH BLUFF DRIVE STE 200 · SAN DIEGO, CA 92130 | Advisory (Plan) | $50,380 |
Filed as: EMPOWERADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $18,370 |
Filed as: FALCON SANCHEZ & ASSOC PSC Service code 10 PARKSIDE PLAZA BLDG 14 STE 3062 · GUAYNABO, PR 00968 | Accounting | $13,520 |
Service code 13 PO BOX 13928 · SAN JUAN, PR 00908 | Contract Administrator | $9,264 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $71,814 | $102,317-29.8% | $146,958-51.1% | $80,856-11.2% |
| Participation rate | 86.5% | 75.8%+10.7pp | 82.2%+4.4pp | 67.6%+18.9pp |
| Annual return | 12.27% | 134.76%-122.5pp | 418.34%-406.1pp | 35.59%-23.3pp |
| Employer contribution / active EE | $2,362 | $3,713-36.4% | $4,933-52.1% | $2,755-14.2% |
| Participant deferral / active EE | $3,118 | $6,644-53.1% | $8,070-61.4% | $4,296-27.4% |
| Admin fee / account holder | $498 | $7,941-93.7% | $12,998-96.2% | $6,918-92.8% |