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 LIFE & ANNUITY INS CO OF NY Service code 64 8515 EAST ORCHARD RD · GREENWOD VILLAGE, CO 80111 | Recordkeeping Fees | $60,854 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $32,451 |
PPS PENSION & FINANCIAL SERVICES10+ years Filed as: PPS PENSION AND FINANCIAL SERVICES Service code 13 · EIN 16-1062503 | Contract Administrator | $17,807 |
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 | $80,312 | $79,171+1.4% | $102,423-21.6% | $74,495+7.8% |
| Participation rate | 93.5% | 74.8%+18.7pp | 76.5%+17.0pp | 67.2%+26.3pp |
| Annual return | 13.93% | 54.93%-41.0pp | 29.32%-15.4pp | 1364.94%-1351.0pp |
| Employer contribution / active EE | $2,727 | $2,362+15.5% | $3,023-9.8% | $2,623+4.0% |
| Participant deferral / active EE | $6,386 | $4,415+44.6% | $5,053+26.4% | $4,346+47.0% |
| Admin fee / account holder | $362 | $2,001-81.9% | $9,451-96.2% | $1,942-81.4% |