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 | $24,219 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $9,906 |
Service code 13 · EIN 04-2530412 | Contract Administrator | $3,183 |
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 | $49,365 | $86,929-43.2% | $102,423-51.8% | $80,856-38.9% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 11.26% | 18.88%-7.6pp | 29.32%-18.1pp | 35.59%-24.3pp |
| Employer contribution / active EE | $1,211 | $2,369-48.9% | $3,023-59.9% | $2,755-56.0% |
| Participant deferral / active EE | $2,908 | $4,118-29.4% | $5,053-42.4% | $4,296-32.3% |
| Admin fee / account holder | $411 | $8,049-94.9% | $9,451-95.7% | $6,918-94.1% |