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 | $51,106 |
Service code 10 · EIN 32-0048525 | Accounting | $15,049 |
CARLEY GUILBERT9+ years Service code 12 86 LOWER WESTFIELD ROAD · HOLYOKE, MA 01040 | Claims processing | $12,502 |
BARBARA GILL3 years Filed as: BARBARA WILLETT Service code 12 86 LOWER WESTFIELD ROAD · HOLYOKE, MA 01040 | Claims processing | $8,991 |
Filed as: COMMONWEALTH EQUITY SERVICES LLC DB Service code 27 29 SAWYER ROAD · WALTHAM, MA 02453 | Advisory (Plan) | $5,000 |
KRAKOW & SOURIS4 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 | $207,380 | $129,021+60.7% | $184,203+12.6% | $77,643+167.1% |
| Participation rate | 84.7% | 87.3%-2.6pp | 86.8%-2.1pp | 70.6%+14.2pp |
| Annual return | 10.67% | 33.27%-22.6pp | 28.81%-18.1pp | 31.24%-20.6pp |
| Employer contribution / active EE | $9,175 | $4,413+107.9% | $6,427+42.8% | $2,726+236.6% |
| Participant deferral / active EE | $0 | $7,297-100.0% | $9,131-100.0% | $4,647-100.0% |
| Admin fee / account holder | $311 | $254+22.4% | $13,901-97.8% | $430-27.8% |