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 | $34,155 |
DEFINITI LLC2 years Service code 13 · EIN 85-0833363 | Contract Administrator | $21,482 |
CETERA ADVISOR NETWORKS LLC2 years Service code 55 · EIN 95-3845682 2301 ROSECRANS AVE · EL SEGUNDO, CA 90245 | Other Commissions | $21,363 |
Filed as: RUZOMBERKA HOLLAND RENK SMITH INC Service code 10 1606 CARMODY CT. · SEWICKLEY, PA 15143 | Accounting | $9,150 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,481 |
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 | $83,030 | $61,272+35.5% | $149,673-44.5% | $71,457+16.2% |
| Participation rate | 93.3% | 62.5%+30.8pp | 78.8%+14.6pp | 67.9%+25.4pp |
| Annual return | 13.84% | 35.85%-22.0pp | 134.42%-120.6pp | 28.85%-15.0pp |
| Employer contribution / active EE | $1,835 | $2,378-22.9% | $4,818-61.9% | $2,588-29.1% |
| Participant deferral / active EE | $3,538 | $2,917+21.3% | $5,680-37.7% | $4,289-17.5% |
| Admin fee / account holder | $494 | $1,261-60.8% | $13,210-96.3% | $1,587-68.9% |