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 | $118,582 |
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 27 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $65,000 |
EIDE BAILLY LLP1 year Service code 10 PO BOX 1914 · BISMARCK, ND 585021914 | Accounting | $11,750 |
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 | $219,523 | $91,407+140.2% | $135,903+61.5% | $71,457+207.2% |
| Participation rate | 93.1% | 75.7%+17.4pp | 81.9%+11.2pp | 67.9%+25.1pp |
| Annual return | 18.16% | 29.90%-11.7pp | 68.23%-50.1pp | 28.85%-10.7pp |
| Employer contribution / active EE | $5,236 | $3,703+41.4% | $4,856+7.8% | $2,588+102.4% |
| Participant deferral / active EE | $6,219 | $7,092-12.3% | $7,758-19.8% | $4,289+45.0% |
| Admin fee / account holder | $705 | $1,266-44.3% | $10,762-93.4% | $1,587-55.6% |