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 ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $171,322 |
Service code 13 P.O. BOX 735399 · DALLAS, TX 75373 | Contract Administrator | $48,000 |
COHNREZNICK LLP1 year Service code 99 ONE BOSTON PL · BOSTON, MA 02108 | Other Fees | $22,050 |
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 | $135,327 | $106,028+27.6% | $146,958-7.9% | $77,643+74.3% |
| Participation rate | 100.0% | 78.4%+21.6pp | 82.2%+17.8pp | 70.6%+29.4pp |
| Annual return | 17.55% | 56.73%-39.2pp | 418.34%-400.8pp | 31.24%-13.7pp |
| Employer contribution / active EE | $14,357 | $4,063+253.3% | $4,933+191.0% | $2,726+426.7% |
| Participant deferral / active EE | $15,202 | $7,990+90.3% | $8,070+88.4% | $4,647+227.1% |
| Admin fee / account holder | $308 | $337-8.9% | $12,998-97.6% | $430-28.5% |