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 | $77,350 |
Filed as: RAYMOND JAMES & ASSOCIATES Service code 27 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $60,609 |
Filed as: EMPOWER ANNUITY INS CO OF AM Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,241 |
PENTEC PENSION MANAGEMENT GROUP INC10+ years Filed as: PENTEC PENSION MGMT Service code 13 · EIN 75-2776689 | Contract Administrator | $12,604 |
PENTEC PENSION MANAGEMENT GROUP INC10+ years Filed as: PENTEC PENSION MGMT GROUP, INC. Service code 13 | Contract Administrator | $10,000 |
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 | $70,896 | $82,917-14.5% | $103,333-31.4% | $77,643-8.7% |
| Participation rate | 93.0% | 71.6%+21.4pp | 74.5%+18.5pp | 70.6%+22.4pp |
| Annual return | 9.80% | 19.13%-9.3pp | 24.88%-15.1pp | 31.24%-21.4pp |
| Employer contribution / active EE | $1,805 | $3,552-49.2% | $3,868-53.3% | $2,726-33.8% |
| Participant deferral / active EE | $5,213 | $4,108+26.9% | $5,057+3.1% | $4,647+12.2% |
| Admin fee / account holder | $567 | $638-11.2% | $8,355-93.2% | $430+31.7% |