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 Service code 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $113,700 |
Service code 27 · EIN 47-1411118 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $63,000 |
KREISCHER MILLER1 year Filed as: J L KREISCHER PC ET AL PTRS DBA KRE Service code 10 100 WITMER RD STE 350 · HORSHAM, PA 190442369 | Accounting | $16,000 |
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 | $125,463 | $106,028+18.3% | $146,958-14.6% | $77,643+61.6% |
| Participation rate | 75.5% | 78.4%-2.8pp | 82.2%-6.6pp | 70.6%+5.0pp |
| Annual return | 13.37% | 56.73%-43.4pp | 418.34%-405.0pp | 31.24%-17.9pp |
| Employer contribution / active EE | $1,951 | $4,063-52.0% | $4,933-60.4% | $2,726-28.4% |
| Participant deferral / active EE | $9,557 | $7,990+19.6% | $8,070+18.4% | $4,647+105.7% |
| Admin fee / account holder | $490 | $337+45.3% | $12,998-96.2% | $430+13.9% |