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 |
|---|---|---|
M HOLDINGS SECURITIES INC3 years Filed as: SI HOLDINGS DBA STEPHENS INC Service code 27 111 CENTER ST STE 400 · LITTLE ROCK, AR 72201 | Advisory (Plan) | $29,281 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,395 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,034 |
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 | $77,345 | $49,451+56.4% | $79,550-2.8% | $66,914+15.6% |
| Participation rate | 76.6% | 61.3%+15.3pp | 69.5%+7.1pp | 69.8%+6.8pp |
| Annual return | -13.31% | 84.25%-97.6pp | 0.16%-13.5pp | 1.58%-14.9pp |
| Employer contribution / active EE | $2,102 | $1,266+66.1% | $2,413-12.9% | $2,544-17.4% |
| Participant deferral / active EE | $4,442 | $3,159+40.6% | $3,985+11.5% | $4,237+4.8% |
| Admin fee / account holder | $518 | $595-12.9% | $6,832-92.4% | $593-12.7% |