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 | $46,464+190.6% | $150,298-10.2% | $79,634+69.5% |
| Participation rate | 100.0% | 57.0%+43.0pp | 77.8%+22.2pp | 62.5%+37.5pp |
| Annual return | 16.80% | 27.89%-11.1pp | 62.79%-46.0pp | 36.46%-19.7pp |
| Employer contribution / active EE | $7,567 | $1,512+400.6% | $4,154+82.2% | $2,529+199.2% |
| Participant deferral / active EE | $7,074 | $2,157+228.0% | $5,453+29.7% | $3,835+84.5% |
| Admin fee / account holder | $369 | $891-58.6% | $14,116-97.4% | $1,002-63.2% |