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 6-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 | $35,442 |
Service code 99 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Other Fees | $24,236 |
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 | $73,017 | $65,246+11.9% | $98,716-26.0% | $67,986+7.4% |
| Participation rate | 90.3% | 51.4%+38.9pp | 69.3%+21.0pp | 57.2%+33.1pp |
| Annual return | 29.35% | 20.58%+8.8pp | 31.81%-2.5pp | 31.67%-2.3pp |
| Employer contribution / active EE | $5,228 | $1,042+401.7% | $2,279+129.4% | $2,019+159.0% |
| Participant deferral / active EE | $10,219 | $2,594+293.9% | $4,048+152.5% | $3,358+204.3% |
| Admin fee / account holder | $546 | $4,561-88.0% | $8,703-93.7% | $3,203-83.0% |