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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,590 |
Filed as: COMMONWEALTH EQUITY SERVICES LLC DB Service code 27 29 SAWYER RD · WALTHAM, MA 024533483 | Advisory (Plan) | $19,784 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $80 |
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 | $59,994 | $87,870-31.7% | $113,168-47.0% | $74,304-19.3% |
| Participation rate | 92.4% | 70.7%+21.7pp | 76.6%+15.8pp | 60.3%+32.1pp |
| Annual return | 6.89% | 26.44%-19.5pp | 24.27%-17.4pp | 29.43%-22.5pp |
| Employer contribution / active EE | $2,038 | $2,277-10.5% | $2,975-31.5% | $2,241-9.1% |
| Participant deferral / active EE | $3,104 | $4,241-26.8% | $5,107-39.2% | $3,767-17.6% |
| Admin fee / account holder | $346 | $3,368-89.7% | $12,068-97.1% | $2,969-88.4% |