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 ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,677 |
COMMERCE BANK2 years Filed as: COMMERCE STREET INV ADV DBA COMMERC Service code 27 1445 ROSS AVE, STE 2700 · DALLAS, TX 75202 | Advisory (Plan) | $16,933 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $14,330 |
ARMANINO LLP2 years Service code 13 12657 ALCOSTA BLVD STE 500 · SAN RAMON, CA 94583 | Contract Administrator | $7,732 |
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 | $55,985 | $86,655-35.4% | $119,609-53.2% | $66,914-16.3% |
| Participation rate | 85.1% | 75.6%+9.5pp | 79.3%+5.8pp | 69.8%+15.3pp |
| Annual return | -11.50% | -8.00%-3.5pp | -14.97%+3.5pp | 1.58%-13.1pp |
| Employer contribution / active EE | $1,385 | $2,536-45.4% | $4,232-67.3% | $2,544-45.5% |
| Participant deferral / active EE | $3,706 | $4,358-15.0% | $5,602-33.8% | $4,237-12.5% |
| Admin fee / account holder | $421 | $755-44.2% | $10,323-95.9% | $593-29.0% |