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 |
|---|---|---|
PROSPERA FINANCIAL SERVICES6 years Filed as: PROSPERA FINANCIAL SERVICES INC Service code 27 5429 LBJ FREEWAY STE 750 · DALLAS, TX 75240 | Advisory (Plan) | $36,924 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $34,522 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,205 |
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 | $109,422 | $132,049-17.1% | $200,582-45.4% | $74,304+47.3% |
| Participation rate | 84.0% | 84.1%0pp | 86.9%-2.9pp | 60.3%+23.7pp |
| Annual return | 15.04% | 22.22%-7.2pp | 42.33%-27.3pp | 29.43%-14.4pp |
| Employer contribution / active EE | $3,793 | $4,558-16.8% | $6,419-40.9% | $2,241+69.2% |
| Participant deferral / active EE | $8,074 | $7,213+11.9% | $9,331-13.5% | $3,767+114.3% |
| Admin fee / account holder | $501 | $2,405-79.2% | $16,305-96.9% | $2,969-83.1% |