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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $39,101 |
GEFFEN MESHER9+ years Filed as: GEFFEN MESHER AND CO., P.C. Service code 10 888 SW 5TH AVENUE · PORTLAND, OR 97204 | Accounting | $36,000 |
WELLS FARGO BANK, N.A.9+ years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST · CHARLOTTE, NC 28081 | Advisory (Plan) | $35,032 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,285 |
Filed as: PENSION PLAN SPECIALISTS Service code 13 · EIN 26-1570786 805 BROADWAY, STE 600 · VANCOUVER, WA 98660 | Contract Administrator | $10,202 |
PENSION PLAN SPECIALISTS, PC9+ years Service code 13 | Contract Administrator | $5,000 |
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 | $87,893 | $76,050+15.6% | $96,544-9.0% | $71,457+23.0% |
| Participation rate | 77.0% | 74.4%+2.6pp | 76.0%+1.0pp | 67.9%+9.1pp |
| Annual return | 18.47% | 22.81%-4.3pp | 25.84%-7.4pp | 28.85%-10.4pp |
| Employer contribution / active EE | $2,075 | $2,244-7.6% | $2,965-30.0% | $2,588-19.8% |
| Participant deferral / active EE | $6,431 | $4,215+52.6% | $4,851+32.6% | $4,289+50.0% |
| Admin fee / account holder | $711 | $2,707-73.7% | $8,252-91.4% | $1,587-55.2% |