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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $55,256 |
Filed as: THE PATRIOT FINANCIAL GROUP INSURAN Service code 27 55 WEST ST STE 201 · WALPOLE, MA 02081 | Advisory (Plan) | $44,802 |
STONEX SECURITIES INC1 year Service code 55 2 PERIMETER PARK S STE 500W · BIRMINGHAM, AL 35243 | Other Commissions | $15,624 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,737 |
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 | $114,904 | $106,028+8.4% | $146,958-21.8% | $77,643+48.0% |
| Participation rate | 80.4% | 78.4%+2.0pp | 82.2%-1.7pp | 70.6%+9.8pp |
| Annual return | 13.42% | 56.73%-43.3pp | 418.34%-404.9pp | 31.24%-17.8pp |
| Employer contribution / active EE | $4,321 | $4,063+6.3% | $4,933-12.4% | $2,726+58.5% |
| Participant deferral / active EE | $4,528 | $7,990-43.3% | $8,070-43.9% | $4,647-2.6% |
| Admin fee / account holder | $301 | $337-10.8% | $12,998-97.7% | $430-30.0% |