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 |
|---|---|---|
Service code 13 120 VANTIS · ALISO VIEJO, CA 926562689 | Contract Administrator | $59,050 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,463 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,018 |
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 | $125,964 | $100,923+24.8% | $150,045-16.0% | $74,304+69.5% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.3%+17.7pp | 60.3%+39.7pp |
| Annual return | 15.94% | 51.77%-35.8pp | 62.55%-46.6pp | 29.43%-13.5pp |
| Employer contribution / active EE | $6,646 | $3,463+91.9% | $4,693+41.6% | $2,241+196.5% |
| Participant deferral / active EE | $12,144 | $6,709+81.0% | $7,997+51.9% | $3,767+222.4% |
| Admin fee / account holder | $673 | $2,767-75.7% | $13,435-95.0% | $2,969-77.3% |