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, CT 80111 | Recordkeeping Fees | $73,053 |
USI CONSULTING GROUP3 years Filed as: USI ADVISORS INC Service code 27 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Advisory (Plan) | $35,801 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $2,255 |
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 | $70,081 | $100,923-30.6% | $150,045-53.3% | $74,304-5.7% |
| Participation rate | 73.9% | 70.1%+3.8pp | 82.3%-8.4pp | 60.3%+13.5pp |
| Annual return | 19.71% | 51.77%-32.1pp | 62.55%-42.8pp | 29.43%-9.7pp |
| Employer contribution / active EE | $3,551 | $3,463+2.5% | $4,693-24.3% | $2,241+58.5% |
| Participant deferral / active EE | $9,478 | $6,709+41.3% | $7,997+18.5% | $3,767+151.6% |
| Admin fee / account holder | $352 | $2,767-87.3% | $13,435-97.4% | $2,969-88.1% |