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 · EIN 04-2675571 | Advisory (Plan) | $35,915 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $18,435 |
Filed as: OLSEN THIELEN & CO LTD Service code 10 2675 LONG LAKE RD · ST PAUL, MN 551131117 | Accounting | $7,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,391 | $69,477+104.9% | $94,646+50.4% | $71,457+99.3% |
| Participation rate | 100.0% | 78.4%+21.6pp | 80.8%+19.2pp | 67.9%+32.1pp |
| Annual return | 15.90% | 29.66%-13.8pp | 156.71%-140.8pp | 28.85%-12.9pp |
| Employer contribution / active EE | $2,861 | $2,853+0.3% | $3,672-22.1% | $2,588+10.6% |
| Participant deferral / active EE | $6,795 | $7,345-7.5% | $7,418-8.4% | $4,289+58.4% |
| Admin fee / account holder | $469 | $1,210-61.2% | $7,231-93.5% | $1,587-70.5% |