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 | $18,813 |
COMMERCE BANK3 years Filed as: COMMERCE STREET INV ADV DBA COMMERC Service code 27 1445 ROSS AVE, STE 2700 · DALLAS, TX 75202 | Advisory (Plan) | $16,934 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,369 |
ARMANINO LLP3 years Service code 13 12657 ALCOSTA BLVD STE 500 · SAN RAMON, CA 94583 | Contract Administrator | $7,717 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,153 | $82,978-25.1% | $129,995-52.2% | $71,457-13.0% |
| Participation rate | 84.5% | 74.1%+10.4pp | 78.5%+6.0pp | 67.9%+16.6pp |
| Annual return | 12.73% | 20.60%-7.9pp | -137.18%+149.9pp | 28.85%-16.1pp |
| Employer contribution / active EE | $1,691 | $2,622-35.5% | $4,320-60.9% | $2,588-34.7% |
| Participant deferral / active EE | $3,819 | $4,432-13.8% | $5,820-34.4% | $4,289-10.9% |
| Admin fee / account holder | $378 | $1,729-78.1% | $10,614-96.4% | $1,587-76.2% |