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 | $44,164 |
Service code 10 · EIN 32-0048525 | Accounting | $27,844 |
Filed as: COMMONWEATH EQUITY SERVICES LLC DB Service code 27 29 SAWYER ROAD · WALTHAM, MA 02453 | Advisory (Plan) | $9,139 |
KRAKOW & SOURIS5 years Filed as: KRAKOW SOURIS AND LANDRY LLC Service code 22 90 CANAL STREET · BOSTON, MA 02114 | Insurance Broker | $5,053 |
BARBARA GILL4 years Filed as: BARBARA WILLETT Service code 99 86 LOWER WESTFIELD ROAD · HOLYOKE, MA 01040 | Other Fees | $0 |
CARLEY GUILBERT10+ years Service code 12 86 LOWER WESTFIELD ROAD · HOLYOKE, MA 01040 | Claims processing | $0 |
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 | $214,361 | $131,799+62.6% | $200,582+6.9% | $85,563+150.5% |
| Participation rate | 84.1% | 87.9%-3.8pp | 86.9%-2.8pp | 66.0%+18.1pp |
| Annual return | 8.54% | 21.59%-13.1pp | 42.33%-33.8pp | 31.51%-23.0pp |
| Employer contribution / active EE | $9,579 | $4,532+111.4% | $6,419+49.2% | $2,654+261.0% |
| Participant deferral / active EE | $0 | $7,702-100.0% | $9,331-100.0% | $4,375-100.0% |
| Admin fee / account holder | $360 | $235+53.2% | $16,305-97.8% | $834-56.8% |