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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $87,277 |
CAPITAL SYNERGY PARTNERS3 years Service code 55 4400 MACARTHUR BLVD STE 850 · NEWPORT BEACH, CA 92660 | Other Commissions | $72,503 |
WRIGHT FORD YOUNG & CO2 years Filed as: WRIGHT FORD YOUNG & CO CERTIFIED PU Service code 10 16140 SAND CANYON AVE · IRVINE, CA 92618 | Accounting | $6,500 |
WRIGHT FORD YOUNG & CO1 year Service code 10 16140 SAND CANYON AVE · IRVINE, CA 92618 | Accounting | $5,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $276 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $101,318 | $106,028-4.4% | $146,958-31.1% | $77,643+30.5% |
| Participation rate | 80.0% | 78.4%+1.6pp | 82.2%-2.2pp | 70.6%+9.4pp |
| Annual return | 16.05% | 56.73%-40.7pp | 418.34%-402.3pp | 31.24%-15.2pp |
| Employer contribution / active EE | $0 | $4,063-100.0% | $4,933-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $8,394 | $7,990+5.1% | $8,070+4.0% | $4,647+80.6% |
| Admin fee / account holder | $307 | $337-8.9% | $12,998-97.6% | $430-28.6% |