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 | $74,462 |
Filed as: RAYMOND JAMES & ASSOCIATES Service code 27 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $56,005 |
Filed as: EMPOWER ANNUITY INS CO OF AM Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,451 |
Filed as: PENTEC PENSION MGMT GROUP, INC. Service code 13 | Contract Administrator | $10,000 |
Filed as: PENTEC PENSION MGMT Service code 13 · EIN 75-2776689 | Contract Administrator | $9,875 |
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 | $68,946 | $92,971-25.8% | $96,683-28.7% | $74,419-7.4% |
| Participation rate | 91.6% | 71.5%+20.1pp | 74.3%+17.3pp | 70.7%+20.9pp |
| Annual return | 14.54% | 37.49%-22.9pp | 35.69%-21.2pp | 34.38%-19.8pp |
| Employer contribution / active EE | $1,842 | $3,426-46.2% | $3,737-50.7% | $2,637-30.2% |
| Participant deferral / active EE | $5,207 | $3,970+31.2% | $4,878+6.7% | $4,528+15.0% |
| Admin fee / account holder | $528 | $633-16.6% | $6,730-92.2% | $348+51.7% |