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 27 PO BOX 35142 LB #1035 · SEATTLE, WA 981245142 | Advisory (Plan) | $67,356 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $36,017 |
Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $547 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $169,488 | $61,272+176.6% | $149,673+13.2% | $71,457+137.2% |
| Participation rate | 55.0% | 62.5%-7.5pp | 78.8%-23.8pp | 67.9%-12.9pp |
| Annual return | 15.01% | 35.85%-20.8pp | 134.42%-119.4pp | 28.85%-13.8pp |
| Employer contribution / active EE | $8,018 | $2,378+237.1% | $4,818+66.4% | $2,588+209.9% |
| Participant deferral / active EE | $5,532 | $2,917+89.6% | $5,680-2.6% | $4,289+29.0% |
| Admin fee / account holder | $749 | $1,261-40.7% | $13,210-94.3% | $1,587-52.8% |