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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,881 |
DAVINCI CAPITAL MANAGEMENT4 years Service code 27 801 CAMBRIDGE ST · CAMBRIDGE, MA 02141 | Advisory (Plan) | $17,987 |
Filed as: THE ANGELL PENSION GROUP INC Service code 13 88 BOYD AVE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $8,594 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,422 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $50,324 | $61,272-17.9% | $149,673-66.4% | $71,457-29.6% |
| Participation rate | 48.4% | 62.5%-14.1pp | 78.8%-30.3pp | 67.9%-19.5pp |
| Annual return | 10.78% | 35.85%-25.1pp | 134.42%-123.6pp | 28.85%-18.1pp |
| Employer contribution / active EE | $0 | $2,378-100.0% | $4,818-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $3,125 | $2,917+7.1% | $5,680-45.0% | $4,289-27.1% |
| Admin fee / account holder | $420 | $1,261-66.7% | $13,210-96.8% | $1,587-73.5% |