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 |
|---|---|---|
Service code 27 · EIN 82-4516448 | Advisory (Plan) | $20,227 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $800 |
Filed as: GREAT-WEST LIFE & ANNUITY INS, CO. Service code 15 · EIN 84-0467907 | Recordkeeping | $50 |
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 | $133,291 | $102,553+30.0% | $151,611-12.1% | $66,914+99.2% |
| Participation rate | 90.6% | 85.5%+5.1pp | 87.5%+3.1pp | 69.8%+20.8pp |
| Annual return | -14.55% | -10.82%-3.7pp | 3.33%-17.9pp | 1.58%-16.1pp |
| Employer contribution / active EE | $4,245 | $4,180+1.6% | $6,166-31.1% | $2,544+66.9% |
| Participant deferral / active EE | $3,910 | $6,641-41.1% | $8,363-53.3% | $4,237-7.7% |
| Admin fee / account holder | $315 | $630-49.9% | $11,616-97.3% | $593-46.9% |