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 62 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping fees; Float revenue | $53,452 |
Service code 10 · EIN 32-0048525 | Accounting | $12,552 |
BARBARA GILL2 years Filed as: BARBARA WILLETT Service code 12 86 LOWER WESTFIELD ROAD · HOLYOKE, MA 01040 | Claims processing | $11,042 |
CARLEY GUILBERT8+ years Service code 12 86 LOWER WESTFIELD ROAD · HOLYOKE, MA 01040 | Claims processing | $10,563 |
Filed as: COMMONWEALTH EQUITY SERVICES LLC DB Service code 26 29 SAWYER ROAD · WALTHAM, MA 02453 | Advisory (Participants) | $5,000 |
KRAKOW & SOURIS3 years Filed as: KRAKOW SOURIS AND LANDRY LLC Service code 22 90 CANAL STREET 4TH FLOOR · BOSTON, MA 02114 | Insurance Broker | $5,000 |
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 | $190,566 | $100,227+90.1% | $169,993+12.1% | $74,419+156.1% |
| Participation rate | 91.1% | 87.3%+3.7pp | 87.0%+4.1pp | 70.7%+20.3pp |
| Annual return | 6.24% | 66.08%-59.8pp | 53.37%-47.1pp | 34.38%-28.1pp |
| Employer contribution / active EE | $9,608 | $4,263+125.4% | $6,785+41.6% | $2,637+264.3% |
| Participant deferral / active EE | $0 | $7,143-100.0% | $10,408-100.0% | $4,528-100.0% |
| Admin fee / account holder | $305 | $234+29.9% | $12,815-97.6% | $348-12.4% |