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 INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $33,859 |
GALLAGHER FIDUCIARY ADVISORS, LLC11+ years Filed as: GALLAGHER BENEFIT SERVICES Service code 27 1100 SUPERIOR AVE. · CLEVELAND, OH 44114 | Advisory (Plan) | $15,999 |
HSPG & ASSOCIATES PC11+ years Service code 10 5400 N. GRAND BLVD. · OKLAHOMA CITY, OK 73112 | Accounting | $15,050 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 E. ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,559 |
EMPLOYEE BENEFITS GROUP, LLC11+ years Service code 13 | Contract Administrator | $9,999 |
EMPLOYEE BENEFITS GROUP, LLC11+ years Filed as: EMPLOYEE BENEFITS GROUP,LLC Service code 13 · EIN 73-1554797 | Contract Administrator | $0 |
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 | $89,706 | $59,097+51.8% | $82,389+8.9% | $74,304+20.7% |
| Participation rate | 100.0% | 52.8%+47.2pp | 69.5%+30.5pp | 60.3%+39.7pp |
| Annual return | 13.17% | 22.85%-9.7pp | 28.67%-15.5pp | 29.43%-16.3pp |
| Employer contribution / active EE | $0 | $1,601-100.0% | $2,517-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $4,947 | $2,775+78.2% | $4,155+19.1% | $3,767+31.3% |
| Admin fee / account holder | $325 | $4,489-92.8% | $7,231-95.5% | $2,969-89.0% |