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: GALLAGHER BENEFIT SERVICES INC Service code 27 1100 SUPERIOR AVE · CLEVELAND, OH 44114 | Advisory (Plan) | $44,498 |
Filed as: EMPOWER ANNUITY INSUR CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $37,740 |
PENSIONS PLUS, INC.8 years Service code 13 746 EAST WINCHESTER STREET · MURRAY, UT 841078528 | Contract Administrator | $20,081 |
SQUIRE PATTON BOGGS US LLP8 years Filed as: SQUIRE & COMPANY PC Service code 10 1329 SOUTH 800 EAST · OREM, UT 84097 | Accounting | $7,793 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $873 |
Filed as: EMPOWER FINANCIAL SERVICES Service code 72 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Other investment fees and expenses | $20 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 59 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder Servicing | $0 |
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 | $121,123 | $101,317+19.5% | $146,958-17.6% | $74,495+62.6% |
| Participation rate | 85.1% | 75.5%+9.6pp | 82.2%+3.0pp | 67.2%+17.9pp |
| Annual return | 14.84% | 8730.91%-8716.1pp | 418.34%-403.5pp | 1364.94%-1350.1pp |
| Employer contribution / active EE | $4,648 | $3,810+22.0% | $4,933-5.8% | $2,623+77.2% |
| Participant deferral / active EE | $6,807 | $7,303-6.8% | $8,070-15.6% | $4,346+56.6% |
| Admin fee / account holder | $517 | $1,739-70.2% | $12,998-96.0% | $1,942-73.4% |