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 15 · EIN 84-0467907 | Recordkeeping | $101,343 |
MICHAEL ROSEN & COMPANY7 years Service code 10 261 OLD YORK RD STE 511 · JENKINTOWN, PA 19046 | Accounting | $29,490 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,173 | $71,516+35.9% | $98,439-1.3% | $71,457+36.0% |
| Participation rate | 92.4% | 72.7%+19.7pp | 75.2%+17.3pp | 67.9%+24.5pp |
| Annual return | 13.50% | 32.41%-18.9pp | 21.16%-7.7pp | 28.85%-15.3pp |
| Employer contribution / active EE | $1,959 | $2,399-18.3% | $3,048-35.7% | $2,588-24.3% |
| Participant deferral / active EE | $6,492 | $4,109+58.0% | $4,738+37.0% | $4,289+51.4% |
| Admin fee / account holder | $618 | $1,675-63.1% | $8,948-93.1% | $1,587-61.1% |