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 6-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 INC CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $93,280 |
OSAIC WEALTH INC2 years Filed as: OSAIC WELATH INC Service code 27 10 EXCHANGE PLACE STE 1410 · JERSEY CITY, NJ 07302 | Advisory (Plan) | $46,233 |
THE ANGELL PENSION GROUP, INC.5+ years Service code 14 · EIN 04-2530412 | Plan Administrator | $16,645 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,645 |
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 | $108,019 | $89,588+20.6% | $136,007-20.6% | $77,643+39.1% |
| Participation rate | 96.4% | 74.3%+22.1pp | 76.5%+19.9pp | 70.6%+25.8pp |
| Annual return | 11.84% | 17.42%-5.6pp | 579.32%-567.5pp | 31.24%-19.4pp |
| Employer contribution / active EE | $4,017 | $3,491+15.1% | $4,217-4.7% | $2,726+47.4% |
| Participant deferral / active EE | $13,124 | $5,591+134.7% | $7,025+86.8% | $4,647+182.4% |
| Admin fee / account holder | $306 | $539-43.2% | $6,858-95.5% | $430-29.0% |