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 |
|---|---|---|
ARGI INVESTMENT SERVICES LLC5 years Service code 27 2110 HIGH WICKHAM PLACE · LOUISVILLE, KY 40245 | Advisory (Plan) | $16,704 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,864 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,320 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $51,039 | $45,602+11.9% | $117,472-56.6% | $66,914-23.7% |
| Participation rate | 61.7% | 57.6%+4.0pp | 70.6%-8.9pp | 69.8%-8.1pp |
| Annual return | -13.31% | -16.74%+3.4pp | 29.74%-43.0pp | 1.58%-14.9pp |
| Employer contribution / active EE | $1,546 | $1,579-2.1% | $4,176-63.0% | $2,544-39.2% |
| Participant deferral / active EE | $2,383 | $2,845-16.2% | $4,070-41.5% | $4,237-43.8% |
| Admin fee / account holder | $325 | $661-50.8% | $5,645-94.2% | $593-45.2% |