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 | $30,464 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $25,328 |
RBC WEALTH MANAGEMENT1 year Filed as: RBC CAPITAL MARKETS LLC Service code 27 60 S 6TH COMMISIONS ACCTG · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $14,971 |
LEE CPA AUDIT GROUP1 year Service code 10 5056 SUNRISE BLVD STE B1 · FAIR OAKS, CA 95628 | Accounting | $12,000 |
KAREN MEIFERT1 year Filed as: KAREN KANE INC Service code 99 2275 E 37TH ST · LOS ANGELES, CA 90058 | Other Fees | $4,000 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,055 | $56,423-32.6% | $77,163-50.7% | $71,457-46.7% |
| Participation rate | 94.3% | 64.3%+30.0pp | 69.6%+24.7pp | 67.9%+26.4pp |
| Annual return | 9.04% | 19.05%-10.0pp | 37.87%-28.8pp | 28.85%-19.8pp |
| Employer contribution / active EE | $388 | $1,866-79.2% | $2,535-84.7% | $2,588-85.0% |
| Participant deferral / active EE | $3,049 | $3,142-2.9% | $3,833-20.4% | $4,289-28.9% |
| Admin fee / account holder | $518 | $1,429-63.7% | $5,472-90.5% | $1,587-67.3% |