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 9-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) | $64,870 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,606 |
Filed as: PRIME RETIREMENT SOLUTIONS LLC Service code 13 25B VREELAND RD STE 209 · FLORHAM PARK, NJ 07932 | Contract Administrator | $10,683 |
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 | $97,742 | $80,724+21.1% | $103,333-5.4% | $74,495+31.2% |
| Participation rate | 91.9% | 65.7%+26.3pp | 74.5%+17.4pp | 67.2%+24.7pp |
| Annual return | 17.19% | 27.56%-10.4pp | 24.88%-7.7pp | 1364.94%-1347.8pp |
| Employer contribution / active EE | $2,966 | $3,157-6.1% | $3,868-23.3% | $2,623+13.1% |
| Participant deferral / active EE | $9,504 | $3,860+146.2% | $5,057+87.9% | $4,346+118.7% |
| Admin fee / account holder | $526 | $2,368-77.8% | $8,355-93.7% | $1,942-72.9% |