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 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $47,960 |
MERCER1 year Filed as: MERCER (US) INC Service code 27 21875 NETWORK PLACE · CHICAGO, IL 60673 | Advisory (Plan) | $47,133 |
IATA4 years Service code 50 · EIN 33-0818667 | Direct Payment | $9,000 |
Filed as: IATA US GROUP RETIREMENT PLAN Service code 10 · EIN 13-1788875 | Accounting | $5,000 |
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 | $143,401 | $48,265+197.1% | $68,791+108.5% | $68,494+109.4% |
| Participation rate | 98.6% | 60.7%+37.9pp | 69.0%+29.5pp | 67.9%+30.7pp |
| Annual return | -18.39% | -12.71%-5.7pp | -6.38%-12.0pp | -7.84%-10.5pp |
| Employer contribution / active EE | $8,710 | $1,829+376.3% | $2,655+228.0% | $2,596+235.5% |
| Participant deferral / active EE | $9,376 | $2,867+227.1% | $3,941+137.9% | $4,027+132.8% |
| Admin fee / account holder | $700 | $4,355-83.9% | $4,932-85.8% | $5,403-87.0% |