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 INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $202,994 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $105,431 |
RPW SOLUTIONS LLC1 year Service code 13 300 BALLARDVALE STREET · WILMINGTON, MA 01887 | Contract Administrator | $29,315 |
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 | $76,760 | $89,436-14.2% | $164,813-53.4% | $77,643-1.1% |
| Participation rate | 97.3% | 78.6%+18.7pp | 78.6%+18.7pp | 70.6%+26.8pp |
| Annual return | 14.28% | 28.83%-14.5pp | 69.93%-55.7pp | 31.24%-17.0pp |
| Employer contribution / active EE | $2,255 | $2,569-12.2% | $4,341-48.1% | $2,726-17.3% |
| Participant deferral / active EE | $5,113 | $4,897+4.4% | $6,031-15.2% | $4,647+10.0% |
| Admin fee / account holder | $399 | $339+17.5% | $12,690-96.9% | $430-7.4% |