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 INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $66,448 |
Filed as: COMMONWEALTH EQUITY SERVICES Service code 27 29 SAWYER ROAD · WALTHAM, MA 02453 | Advisory (Plan) | $42,984 |
NEXUS ADMINISTRATORS, INC.4 years Filed as: NEXUS ADMINSTRATORS, INC. Service code 13 | Contract Administrator | $10,000 |
NEXUS ADMINISTRATORS, INC.4 years Service code 13 7647 N. FRESNO STE, STE 102 · FRESNO, CA 93711 | Contract Administrator | $4,425 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,207 |
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 | $182,254 | $76,670+137.7% | $96,683+88.5% | $71,457+155.1% |
| Participation rate | 90.1% | 66.6%+23.5pp | 74.3%+15.7pp | 67.9%+22.2pp |
| Annual return | 17.27% | 48.29%-31.0pp | 35.69%-18.4pp | 28.85%-11.6pp |
| Employer contribution / active EE | $12,222 | $3,031+303.2% | $3,737+227.1% | $2,588+372.3% |
| Participant deferral / active EE | $8,195 | $3,771+117.3% | $4,878+68.0% | $4,289+91.1% |
| Admin fee / account holder | $508 | $2,028-75.0% | $6,730-92.5% | $1,587-68.0% |