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: ASSUREDPARTNERS CAPITAL INC DBA AP Service code 27 840 GESSNER RD STE 700 · HOUSTON, TX 77024 | Advisory (Plan) | $34,095 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $28,407 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,390 |
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 | $111,716 | $96,484+15.8% | $156,263-28.5% | $74,304+50.3% |
| Participation rate | 97.1% | 67.7%+29.4pp | 78.9%+18.2pp | 60.3%+36.8pp |
| Annual return | 14.34% | 17.73%-3.4pp | 59.47%-45.1pp | 29.43%-15.1pp |
| Employer contribution / active EE | $5,887 | $2,528+132.8% | $4,333+35.9% | $2,241+162.7% |
| Participant deferral / active EE | $4,366 | $4,286+1.9% | $6,158-29.1% | $3,767+15.9% |
| Admin fee / account holder | $494 | $3,728-86.8% | $14,255-96.5% | $2,969-83.4% |