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 | $57,030 |
GUIDED CHOICE1 year Filed as: GUIDED CAPITAL WEALTH Service code 27 24 GREENWAY PLAZA · HOUSTON, TX 77046 | Advisory (Plan) | $40,602 |
ASCENSUS LLC4 years Filed as: MAP RETIREMENT USA LLC Service code 13 805 BROADWAY ST · VANCOUVER, WA 98660 | Contract Administrator | $14,801 |
CLIFTONLARSONALLEN LLP3 years Filed as: CLIFTON LARSON ALLEN WEALTH ADVISOR Service code 99 PO BOX 829709 · PHILADELPHIA, PA 19182 | Other Fees | $10,329 |
Service code 99 6300 BRIDGE POINT PKWY BLDG 1 · AUSTIN, TX 787305097 | Other Fees | $6,291 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,866 | $98,727-63.7% | $113,168-68.3% | $85,563-58.1% |
| Participation rate | 98.8% | 80.8%+18.0pp | 76.6%+22.2pp | 66.0%+32.8pp |
| Annual return | 12.06% | 17.43%-5.4pp | 24.27%-12.2pp | 31.51%-19.4pp |
| Employer contribution / active EE | $1,995 | $2,907-31.4% | $2,975-32.9% | $2,654-24.8% |
| Participant deferral / active EE | $2,098 | $5,424-61.3% | $5,107-58.9% | $4,375-52.0% |
| Admin fee / account holder | $357 | $3570% | $12,068-97.0% | $834-57.3% |