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 |
|---|---|---|
RETIREMENT PLANOLOGY INC3 years Filed as: RETIREMENT PLANOLOGY, INC Service code 27 · EIN 46-5341130 | Advisory (Plan) | $25,561 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $12,345 |
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 | $116,144 | $57,281+102.8% | $86,612+34.1% | $75,163+54.5% |
| Participation rate | 95.9% | 63.2%+32.7pp | 71.7%+24.2pp | 67.2%+28.7pp |
| Annual return | 20.88% | 2670.75%-2649.9pp | 591.07%-570.2pp | 160.62%-139.7pp |
| Employer contribution / active EE | $6,083 | $2,314+162.8% | $3,022+101.3% | $2,670+127.9% |
| Participant deferral / active EE | $8,560 | $3,318+158.0% | $4,438+92.9% | $4,125+107.5% |
| Admin fee / account holder | $303 | $4,112-92.6% | $5,614-94.6% | $5,651-94.6% |