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 ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $35,898 |
MMLIS2 years Service code 27 1295 STATE ST · SPRINGFIELD, MA 01111 | Advisory (Plan) | $32,416 |
Filed as: THE ANGELL PENSION GROUP INC Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $5,000 |
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 | $68,463 | $77,503-11.7% | $100,391-31.8% | $80,856-15.3% |
| Participation rate | 81.7% | 76.9%+4.8pp | 81.5%+0.2pp | 67.6%+14.1pp |
| Annual return | 16.19% | 37.20%-21.0pp | 49.20%-33.0pp | 35.59%-19.4pp |
| Employer contribution / active EE | $2,372 | $2,801-15.3% | $3,942-39.8% | $2,755-13.9% |
| Participant deferral / active EE | $8,817 | $6,820+29.3% | $8,082+9.1% | $4,296+105.3% |
| Admin fee / account holder | $640 | $5,897-89.1% | $7,899-91.9% | $6,918-90.7% |