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 | $22,151 |
COMMERCE BANK4 years Filed as: COMMERCE STREET INV ADV DBA COMMERC Service code 27 1445 ROSS AVE, STE 2700 · DALLAS, TX 75202 | Advisory (Plan) | $19,122 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,140 |
ARMANINO LLP4 years Service code 13 12657 ALCOSTA BLVD STE 500 · SAN RAMON, CA 94583 | Contract Administrator | $10,744 |
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 | $66,441 | $88,083-24.6% | $164,813-59.7% | $74,495-10.8% |
| Participation rate | 85.2% | 73.0%+12.2pp | 78.6%+6.6pp | 67.2%+18.0pp |
| Annual return | 10.48% | 17.26%-6.8pp | 69.93%-59.4pp | 1364.94%-1354.5pp |
| Employer contribution / active EE | $1,517 | $2,593-41.5% | $4,341-65.0% | $2,623-42.2% |
| Participant deferral / active EE | $3,839 | $4,498-14.7% | $6,031-36.4% | $4,346-11.7% |
| Admin fee / account holder | $400 | $2,234-82.1% | $12,690-96.8% | $1,942-79.4% |