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 |
|---|---|---|
ELEVATE CAPITAL ADVISORS LLC5 years Service code 27 PO BOX 3609 · EAGLE, CO 81631 | Advisory (Plan) | $42,344 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $17,966 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,474 |
Service code 27 6300 BRIDGE POINT PKWY BLDG 1 STE 3 · AUSTIN, TX 787305097 | Advisory (Plan) | $10,587 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,664 | $101,499+65.2% | $147,005+14.1% | $74,546+124.9% |
| Participation rate | 98.3% | 75.5%+22.7pp | 82.2%+16.1pp | 67.2%+31.1pp |
| Annual return | 14.73% | 8732.34%-8717.6pp | 418.76%-404.0pp | 1366.03%-1351.3pp |
| Employer contribution / active EE | $4,115 | $3,811+8.0% | $4,934-16.6% | $2,624+56.8% |
| Participant deferral / active EE | $12,843 | $7,304+75.8% | $8,070+59.1% | $4,347+195.4% |
| Admin fee / account holder | $603 | $1,748-65.5% | $13,006-95.4% | $1,944-69.0% |