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 ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $72,022 |
BALDWIN & BALDWIN PLLC1 year Filed as: THE BALDWIN GROUP WEALTH ADVISORS L Service code 27 2050 MAIN ST STE 510 · IRVINE, CA 92614 | Advisory (Plan) | $51,083 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $45,586 |
BKS RETIREMENT SERVICES5 years Filed as: BKS FINANCIAL INVESTMENTS LLC DBA B Service code 27 25400 US 19 N STE 204 · CLEARWATER, FL 33763 | Advisory (Plan) | $26,749 |
ERICKSEN, KRENTEL & LAPORTE, LLP11+ years Service code 10 4227 CANAL STREET · NEW ORLEANS, LA 70119 | Accounting | $15,300 |
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 | $105,772 | $108,549-2.6% | $156,263-32.3% | $85,563+23.6% |
| Participation rate | 83.4% | 77.1%+6.3pp | 78.9%+4.5pp | 66.0%+17.4pp |
| Annual return | 14.66% | 21.79%-7.1pp | 59.47%-44.8pp | 31.51%-16.9pp |
| Employer contribution / active EE | $2,026 | $2,690-24.7% | $4,333-53.2% | $2,654-23.6% |
| Participant deferral / active EE | $5,346 | $4,800+11.4% | $6,158-13.2% | $4,375+22.2% |
| Admin fee / account holder | $514 | $650-20.9% | $14,255-96.4% | $834-38.4% |