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 | $46,049 |
RAPHAEL AND RAPHAEL, LLP2 years Service code 10 213 STUART STREET, 3RD FLOOR · BOSTON, MA 02116 | Accounting | $12,250 |
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $10,688 |
THE ANGELL PENSION GROUP, INC.9+ years Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $5,212 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $177,438 | $88,083+101.4% | $164,813+7.7% | $74,495+138.2% |
| Participation rate | 64.3% | 73.0%-8.8pp | 78.6%-14.3pp | 67.2%-2.9pp |
| Annual return | 30.51% | 17.26%+13.2pp | 69.93%-39.4pp | 1364.94%-1334.4pp |
| Employer contribution / active EE | $0 | $2,593-100.0% | $4,341-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $7,307 | $4,498+62.5% | $6,031+21.1% | $4,346+68.1% |
| Admin fee / account holder | $650 | $2,234-70.9% | $12,690-94.9% | $1,942-66.5% |