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 5-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 | $57,423 |
USI CONSULTING GROUP1 year Filed as: USI SECURITIES INC Service code 27 95 GLASTONBURY BLVD STE 1012 · GLASTONBURY, CT 06033 | Advisory (Plan) | $8,352 |
EVESTMENT ALLIANCE LLC1 year Filed as: EVESTMENT RETIREMENT SOLUTIONS Service code 27 1801 CALIFORNIA STREET · DENVER, CO 80202 | Advisory (Plan) | $668 |
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 | $68,422 | $79,171-13.6% | $102,423-33.2% | $74,495-8.2% |
| Participation rate | 97.2% | 74.8%+22.4pp | 76.5%+20.8pp | 67.2%+30.0pp |
| Annual return | 9.69% | 54.93%-45.2pp | 29.32%-19.6pp | 1364.94%-1355.2pp |
| Employer contribution / active EE | $3,424 | $2,362+44.9% | $3,023+13.2% | $2,623+30.5% |
| Participant deferral / active EE | $3,536 | $4,415-19.9% | $5,053-30.0% | $4,346-18.6% |
| Admin fee / account holder | $344 | $2,001-82.8% | $9,451-96.4% | $1,942-82.3% |