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 CO OF AME Service code 64 8515 EAST ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $58,988 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $29,453 |
Filed as: TPG FINANCIAL Service code 27 | Advisory (Plan) | $19,002 |
PREMIER RETIREMENT SERVICES, INC.11+ years Service code 13 · EIN 93-1327877 | Contract Administrator | $17,442 |
BAKER TILLY US, LLP1 year Service code 10 | Accounting | $17,250 |
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 | $135,018 | $50,982+164.8% | $154,803-12.8% | $85,563+57.8% |
| Participation rate | 100.0% | 59.8%+40.2pp | 78.1%+21.9pp | 66.0%+34.0pp |
| Annual return | 16.80% | 30.35%-13.6pp | 58.88%-42.1pp | 31.51%-14.7pp |
| Employer contribution / active EE | $7,567 | $1,708+343.0% | $4,305+75.8% | $2,654+185.2% |
| Participant deferral / active EE | $7,074 | $2,474+185.9% | $5,540+27.7% | $4,375+61.7% |
| Admin fee / account holder | $369 | $846-56.4% | $14,329-97.4% | $834-55.8% |