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 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $49,611 |
LOCAL 693 BUSINESS OFFICE10+ years Service code 50 · EIN 03-0210219 | Direct Payment | $15,031 |
NOVAK FRANCELLA LLC4 years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $11,002 |
Filed as: MORGAN STANLEY GLOBAL BANKING OPERA Service code 28 1300 THAMES STREET WHARF, 4TH FL · BALTIMORE, MD 212319907 | Investment Management | $10,000 |
Service code 13 · EIN 23-7293087 | Contract Administrator | $9,979 |
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 | $66,042 | $95,880-31.1% | $107,525-38.6% | $85,563-22.8% |
| Participation rate | 100.0% | 70.1%+29.9pp | 75.1%+24.9pp | 66.0%+34.0pp |
| Annual return | 8.94% | 68.06%-59.1pp | 181.32%-172.4pp | 31.51%-22.6pp |
| Employer contribution / active EE | $2,411 | $3,812-36.8% | $3,754-35.8% | $2,654-9.1% |
| Participant deferral / active EE | $0 | $4,201-100.0% | $5,116-100.0% | $4,375-100.0% |
| Admin fee / account holder | $390 | $1,025-61.9% | $8,919-95.6% | $834-53.2% |