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 INS. CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Recordkeeping Fees | $23,513 |
FIRST ASSET FINANCIAL8 years Filed as: FIRST ASSET FINANCIAL INC Service code 55 | Other Commissions | $12,480 |
ASCENSUS LLC3 years Filed as: FUTUREPLAN BY ASCENSUS Service code 13 | Contract Administrator | $2,672 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,172 |
Service code 99 6300 BRIDGE POINT PKWY BLDG 1 · AUSTIN, TX 78730 | Other Fees | $1,336 |
ASCENSUS LLC4 years Filed as: ASCENSUS HOLDINGS Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $520 |
FIRST ASSET FINANCIAL8 years Service code 55 PO BOX 1364 · SALINA, KS 67402 | Other Commissions | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,351 | $159,901-1.6% | $146,958+7.1% | $145,922+7.8% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 9.81% | 98.13%-88.3pp | 418.34%-408.5pp | 561.29%-551.5pp |
| Employer contribution / active EE | $3,839 | $5,286-27.4% | $4,933-22.2% | $4,660-17.6% |
| Participant deferral / active EE | $6,122 | $8,428-27.4% | $8,070-24.1% | $6,688-8.5% |
| Admin fee / account holder | $7,560 | $15,044-49.7% | $12,998-41.8% | $13,397-43.6% |