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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 E. ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,589 |
EVERPAR ADVISORS, LLC2 years Service code 27 2431 E 61ST ST · TULSA, OK 74136 | Advisory (Plan) | $15,435 |
EMPLOYEE BENEFITS GROUP, LLC5 years Service code 13 P.O. BOX 521093 · TULSA, OK 74152 | Contract Administrator | $9,999 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 E. ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,777 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,284 | $58,208+60.3% | $81,812+14.0% | $80,856+15.4% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 13.46% | 41.66%-28.2pp | 773.79%-760.3pp | 35.59%-22.1pp |
| Employer contribution / active EE | $3,386 | $2,340+44.7% | $2,912+16.3% | $2,755+22.9% |
| Participant deferral / active EE | $6,063 | $3,281+84.8% | $4,319+40.4% | $4,296+41.1% |
| Admin fee / account holder | $365 | $4,981-92.7% | $7,386-95.1% | $6,918-94.7% |