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 RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $54,168 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $52,753 |
MID ATLANTIC CAPITAL CORPORATION4+ years Filed as: MID-CONTINENT SECURITIES ADVISORS L Service code 55 1218 WEBSTER ST · HOUSTON, TX 77002 | Other Commissions | $50,278 |
DONOVAN MARINE INC2 years Service code 99 6316 HUMPHREYS ST · HARAHAN, LA 70123 | Other Fees | $11,500 |
TD AMERITRADE, INC.3+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $243 |
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 | $84,076 | $62,267+35.0% | $110,238-23.7% | $55,725+50.9% |
| Participation rate | 81.7% | 78.1%+3.6pp | 79.8%+1.9pp | 70.9%+10.9pp |
| Annual return | -4.22% | -1.07%-3.2pp | 314.74%-319.0pp | 244.93%-249.2pp |
| Employer contribution / active EE | $1,777 | $1,941-8.5% | $3,826-53.6% | $2,078-14.5% |
| Participant deferral / active EE | $4,273 | $3,516+21.5% | $4,672-8.5% | $3,356+27.3% |
| Admin fee / account holder | $419 | $121+246.8% | $8,547-95.1% | $115+264.0% |