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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $71,594 |
Filed as: COMMONWEALTH EQUITY SERVICES Service code 27 29 SAWYER RD · WALTHAM, MA 02453 | Advisory (Plan) | $52,214 |
EMPLOYEE BENEFITS GROUP, LLC2 years Filed as: EMPLOYEE BENEFITS GROUP LLC Service code 13 · EIN 73-1559747 | Contract Administrator | $9,790 |
EMPLOYEE BENEFITS GROUP, LLC2 years Service code 13 | Contract Administrator | $9,790 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,378 |
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 | $95,371 | $68,914+38.4% | $136,749-30.3% | $74,304+28.4% |
| Participation rate | 88.9% | 51.3%+37.5pp | 72.1%+16.7pp | 60.3%+28.5pp |
| Annual return | 8.03% | 16.34%-8.3pp | 24.33%-16.3pp | 29.43%-21.4pp |
| Employer contribution / active EE | $3,881 | $1,561+148.6% | $3,400+14.2% | $2,241+73.2% |
| Participant deferral / active EE | $5,207 | $2,541+104.9% | $4,692+11.0% | $3,767+38.2% |
| Admin fee / account holder | $398 | $3,149-87.4% | $11,386-96.5% | $2,969-86.6% |