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 INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,012 |
LPL FINANCIAL3 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $29,120 |
Filed as: GROSSMAN YANK & FORD LLP Service code 10 THREE GATEWAY CENTER STE 1800 · PITTSBURGH, PA 15222 | Accounting | $21,521 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,720 |
Filed as: GALLAGHER BENEFIT SERVICES INC Service code 27 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Advisory (Plan) | $3,609 |
Service code 13 101 BRADFORD ROAD, SUITE 200 · WEXFORD, PA 15090 | Contract Administrator | $1,100 |
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 | $48,091 | $101,499-52.6% | $147,005-67.3% | $74,546-35.5% |
| Participation rate | 84.6% | 75.5%+9.1pp | 82.2%+2.5pp | 67.2%+17.4pp |
| Annual return | 23.46% | 8732.34%-8708.9pp | 418.76%-395.3pp | 1366.03%-1342.6pp |
| Employer contribution / active EE | $3,069 | $3,811-19.5% | $4,934-37.8% | $2,624+16.9% |
| Participant deferral / active EE | $10,644 | $7,304+45.7% | $8,070+31.9% | $4,347+144.8% |
| Admin fee / account holder | $396 | $1,748-77.3% | $13,006-97.0% | $1,944-79.6% |