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 |
|---|---|---|
FIRST BANK2 years Service code 99 11901 OLIVE BLVD · CREVE COEUR, MO 63141 | Other Fees | $32,628 |
ARMANINO LLP2 years Service code 10 12657 ALCOSTA BLVD STE 500 · SAN RAMON, CA 94583 | Accounting | $19,635 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,573 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,691 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $272,190 | $81,446+234.2% | $103,374+163.3% | $80,874+236.6% |
| Participation rate | 76.1% | 66.9%+9.3pp | 74.5%+1.6pp | 67.6%+8.5pp |
| Annual return | 12.93% | 25.57%-12.6pp | 24.89%-12.0pp | 35.62%-22.7pp |
| Employer contribution / active EE | $4,047 | $3,107+30.3% | $3,869+4.6% | $2,756+46.9% |
| Participant deferral / active EE | $10,736 | $3,870+177.4% | $5,058+112.3% | $4,297+149.9% |
| Admin fee / account holder | $704 | $6,715-89.5% | $8,394-91.6% | $6,935-89.8% |