Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $84,204 |
PART AVENUE SECURITIES2 years Service code 55 | Other Commissions | $63,467 |
Service code 13 · EIN 33-0461574 | Contract Administrator | $12,624 |
PARK AVENUE SECURITIES LLC6 years Filed as: PARK AVENUE SECURITIES Service code 22 · EIN 13-4023176 | Insurance Broker | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,054 | $60,261+26.2% | $81,783-7.0% | $74,546+2.0% |
| Participation rate | 70.4% | 62.9%+7.5pp | 72.4%-2.0pp | 67.2%+3.2pp |
| Annual return | 15.91% | 16.88%-1.0pp | 775.05%-759.1pp | 1366.03%-1350.1pp |
| Employer contribution / active EE | $3,195 | $2,622+21.9% | $2,913+9.7% | $2,624+21.8% |
| Participant deferral / active EE | $6,868 | $3,388+102.7% | $4,320+59.0% | $4,347+58.0% |
| Admin fee / account holder | $373 | $1,482-74.8% | $7,380-94.9% | $1,944-80.8% |