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 | $26,158 |
Service code 53 · EIN 74-2794194 | Insurance Commissions | $13,075 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 62 · EIN 04-1590850 | Recordkeeping fees; Float revenue | $9,113 |
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 | $84,770 | $46,553+82.1% | $64,056+32.3% | $75,163+12.8% |
| Participation rate | 70.6% | 65.9%+4.6pp | 72.3%-1.7pp | 67.2%+3.4pp |
| Annual return | 10.42% | 26.03%-15.6pp | 33.69%-23.3pp | 160.62%-150.2pp |
| Employer contribution / active EE | $1,822 | $1,974-7.7% | $2,747-33.7% | $2,670-31.8% |
| Participant deferral / active EE | $3,799 | $2,837+33.9% | $3,880-2.1% | $4,125-7.9% |
| Admin fee / account holder | $430 | $2,952-85.4% | $3,068-86.0% | $5,651-92.4% |