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 | $56,973 |
THE RETIREMENT ADVANTAGE INC3 years Filed as: THE RETIREMENT ADVANTAGE, INC Service code 13 · EIN 39-1816008 | Contract Administrator | $6,073 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,123 | $130,194-29.2% | $169,993-45.8% | $71,457+28.9% |
| Participation rate | 87.2% | 86.1%+1.0pp | 87.0%+0.2pp | 67.9%+19.3pp |
| Annual return | 17.59% | 20.37%-2.8pp | 53.37%-35.8pp | 28.85%-11.3pp |
| Employer contribution / active EE | $2,617 | $4,381-40.3% | $6,785-61.4% | $2,588+1.1% |
| Participant deferral / active EE | $7,483 | $6,923+8.1% | $10,408-28.1% | $4,289+74.5% |
| Admin fee / account holder | $456 | $966-52.8% | $12,815-96.4% | $1,587-71.3% |