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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $130,265 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $47,177 |
CHARM SCIENCES INC.3 years Service code 14 · EIN 04-2635968 | Plan Administrator | $12,500 |
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 | $92,606 | $72,254+28.2% | $86,677+6.8% | $64,808+42.9% |
| Participation rate | 97.7% | 80.4%+17.2pp | 76.6%+21.1pp | 71.5%+26.2pp |
| Annual return | -14.42% | 392.42%-406.8pp | 35.91%-50.3pp | 32.82%-47.2pp |
| Employer contribution / active EE | $2,928 | $2,393+22.4% | $2,836+3.2% | $2,506+16.8% |
| Participant deferral / active EE | $5,818 | $4,658+24.9% | $4,656+25.0% | $4,310+35.0% |
| Admin fee / account holder | $452 | $174+160.1% | $7,493-94.0% | $188+140.9% |