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 | $132,429 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $79,927 |
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 | $96,777 | $92,055+5.1% | $106,213-8.9% | $77,643+24.6% |
| Participation rate | 70.8% | 81.0%-10.3pp | 75.3%-4.5pp | 70.6%+0.2pp |
| Annual return | 12.44% | 17.91%-5.5pp | 116.14%-103.7pp | 31.24%-18.8pp |
| Employer contribution / active EE | $2,926 | $3,367-13.1% | $3,171-7.8% | $2,726+7.3% |
| Participant deferral / active EE | $4,961 | $5,386-7.9% | $5,016-1.1% | $4,647+6.8% |
| Admin fee / account holder | $507 | $219+131.6% | $11,033-95.4% | $430+17.9% |