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 8-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 |
|---|---|---|
Service code 27 4800 DEER LAKE DR E FL 1 · JACKSONVILLE, FL 322466484 | Advisory (Plan) | $73,920 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $71,170 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $20,658 |
Service code 13 ONE RAYMOND DR STE 7 · HAVERTOWN, PA 19083 | Contract Administrator | $2,547 |
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 | $114,851 | $100,923+13.8% | $150,045-23.5% | $74,304+54.6% |
| Participation rate | 98.1% | 70.1%+28.0pp | 82.3%+15.8pp | 60.3%+37.8pp |
| Annual return | 21.86% | 51.77%-29.9pp | 62.55%-40.7pp | 29.43%-7.6pp |
| Employer contribution / active EE | $13,152 | $3,463+279.7% | $4,693+180.2% | $2,241+486.8% |
| Participant deferral / active EE | $15,768 | $6,709+135.0% | $7,997+97.2% | $3,767+318.6% |
| Admin fee / account holder | $655 | $2,767-76.3% | $13,435-95.1% | $2,969-77.9% |